Janet Parker is a financial advisor with Charles Schwab in McKinney, TX, holding a Series 66 credential and bringing 11 years of industry experience. She is also the managing partner of Parker Operating Company LLC and Parker Management Consultants LLC, both providing management consulting services. Charles Schwab 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, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Elmo Cure III is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63 designation and has worked at Royal Alliance Associates, Inc. since 2018, following two years at Signator Investors, Inc. He is also president and owner of Elmo E Cure Jr & Assoc Inc, a C-corporation involved in the sales and marketing of fixed insurance products and brokerage services. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and risk management techniques to construct diversified portfolios, supporting both discretionary and non-discretionary accounts with access to a range of investment products and third-party services.

Gustavo Fernandez is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. since 2007 and joined J.P. Morgan Securities in 2012. J.P. Morgan Securities LLC 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Valeria Zuluaga is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has worked at Bank of America N.A. and Merrill since 2019. Outside of her advisory role, she owns a low-scale ecommerce business selling handcrafted products from Colombia, managing the online site and direct customer interactions. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kyra Laird is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held various roles including positions at Palm Beach Tan and The Emporium. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a range of third-party asset managers. The firm operates a hybrid referral and implementation model that utilizes external program sponsors and offers both advisory and brokerage services.

Michael Woram is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 designations and possessing 34 years of industry experience. He has been with LPL Financial since 2009. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Nicholas Cason is a CFP® with 21 years of industry experience, currently with J.P. Morgan Securities. His career includes roles at JP Morgan Chase Bank, TD Ameritrade Investment Management, and Scottrade. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework integrated into its investment recommendations.

C White Jr. is a financial advisor with Osaic Wealth, Inc. based in Plano, Texas, holding a Series 63 designation and 35 years of industry experience. He has worked with Royal Alliance Associates, Inc. for over 10 years and has been involved with College Funding Solutions, Inc. and C&M Legacy USA, Inc. for more than a decade. In addition to his advisory role, he serves as President of LegacyUSA, Inc., where he develops and implements strategic and tactical plans for client engagement. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and offers access to a range of investment options, supporting both discretionary and non-discretionary management through multiple advisory platforms.

Doron Elad is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Truist Advisory Services, Commonwealth Financial Network, and Diamond Capital Wealth. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Thomas Spence is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he collaborates directly with clients to develop personalized financial strategies tailored to their long-term goals. He emphasizes a comprehensive understanding of each client's financial situation to create flexible approaches that adapt to changing market conditions. Thomas holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned both his bachelor's and master's degrees from the University of North Texas. In addition to his professional work, Thomas contributes to his community through volunteer activities, aligning with Merrill's tradition of community involvement.

Katherine D'souza is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she has experience from positions including work at Seton Hall Law School and Dent Law Firm, as well as involvement with Whalebus Podcasts. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing a structured planning process supported by firm-approved tools.

Stacy Cabbil is a financial advisor at Morgan Stanley in Dallas, TX, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Fidelity Investments and the University of Texas Arlington. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and model-based outcome simulations in its financial planning process.

Vincent Marchione is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2023, he spent 13 years with Comerica Bank and Comerica Securities as a senior wealth advisor. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Mark Mayhew is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. In this role, he collaborates with clients to develop tailored financial plans aimed at achieving their financial goals. He emphasizes building lasting relationships with clients and their families to provide guidance based on their unique circumstances and challenges. Mark has extensive experience in the financial industry, having worked as a Financial Consultant at Fidelity Investments from 2006 to 2017 and at Smith Barney from 2004 to 2005. He also served as a Financial Representative at Fidelity Investments from 1993 to 2001. His professional background reflects a long-standing commitment to financial consulting. He holds an Arkansas Insurance License.

Natasha Shaw is a financial advisor with Primerica Advisors in Garland, TX, holding Series 65 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Nexa, LLC and teaching positions with Dallas and Garland Independent School Districts. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by third-party asset managers and supports trade execution and custody through established partnerships.

Robert Chase Jr. is a financial advisor with Ameriprise in Allen, TX, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 1993. Outside of his advisory role, he serves as Treasurer for the First Baptist Church of Plano. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to provide non-discretionary, personalized recommendations delivered through a centralized consulting team.

Jimmy Lee is a financial advisor with LPL Financial in Plano, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His background includes 26 years with Waddell & Reed, Inc. and various insurance carriers, as well as tax-related business activities such as operating JTL Tax Partners LLC. He is also a commissioned notary. LPL Financial is a nationwide SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of representatives, offering a range of advisory programs, financial planning, and brokerage services.

Austin Lester is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018, previously spending seven years at Invest Financial Corporation. Lester also serves as CFO at Milestone Insurance & Investment Services, an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing model portfolios and research from internal and third-party sources.

James Hesson is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with Raymond James Financial in Allen, TX. Prior to joining Raymond James, he spent nine years with Edward Jones. He also operates JJH LLC, a pass-through entity established for managing income based on his CPA’s advice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide network of advisors with specialized services such as municipal and public-finance advisory.

Luke Mcbride is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been since 2020. Before joining Merrill Lynch, he worked as a merchandiser for various apparel companies including Nike. Luke specializes in areas such as college education planning, executive compensation, equity compensation services, personal retirement planning, philanthropic planning, sports and entertainment, and retirement income. A native of Dallas, Texas, Luke attended the Cambridge School of Dallas and graduated from Baylor University in Waco, Texas, with a degree in Apparel Merchandising and Design and a Minor in Business Administration. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Luke is an Eagle Scout with Troop 82 of the Boy Scouts of America. Outside of his professional work, Luke enjoys basketball, rock climbing, spending time with his family, and watching movies.