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.

Victoria Rimpsey is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and eight years of industry experience. Her work history includes roles at Bank of America, Merrill, and Edward Jones. 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 institutional investors.

Andrew Yi is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and having 23 years of industry experience. His career includes roles at TD Ameritrade and multiple divisions of Charles Schwab since 2010. 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 combines non-discretionary advisory relationships with access to discretionary separate managed accounts and employs a multi-asset model portfolio approach supported by centralized custodial and operational infrastructure.

Gregory Lively is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been self-employed since 1992. Outside of advising, he owns a tax preparation and planning business. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services. The firm’s investment approach involves model-based asset allocation and portfolio optimization, delivered through multiple platforms and supported by a complex affiliate network.

John Nabers is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a wealth management firm serving more than four million individual and institutional clients with a wide range of advisory services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Jason Jaynes is a CFP®-designated financial advisor with Wells Fargo Clearing in Frisco, TX, bringing 18 years of industry experience. His previous roles include positions at Bank of America and Merrill from 2011 to 2019. In addition to his advisory work, he serves as Board President of the Forest Grove Homeowners Association and is a member and officer of the Lovejoy Independent School District Board of Trustees. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

James Yoo is a CFP® and CFA® credentialed financial advisor with 17 years of industry experience. He is currently with Edward Jones in Frisco, TX, where he has worked since 2025. Prior to joining Edward Jones, he held positions at Fidelity Investments, CitiGroup, and Fidelity Personal and Workplace Advisors. 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.

Yash Ajmeri 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 worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2010, with additional experience at Merrill and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, supporting recommendations that may incorporate ESG criteria and broader derivatives and commodities capabilities.

Kenneth Chinn is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with Merrill clients to understand their current financial situations and to introduce them to solutions offered through Merrill and Bank of America. His work focuses on empowering clients with the knowledge and tools necessary to manage their financial lives effectively. Kenneth holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He completed his secondary education with a High School Diploma from Huntington Beach High School. His personal approach centers on helping clients identify what matters to them and their families to develop strategies aimed at pursuing their financial goals.

Bruce Lewin is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds a Series 63 designation and has worked at firms including Raymond James, B. Riley Wealth Management, and LPL Financial. Outside of advising, he is involved as an insurance agent. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Emely Garcia is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. Prior to joining Merrill and Bank of America in 2022, she was involved in academic roles at the University of North Texas College of Computer Science and Engineering. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Lindsay Jones is a CFP® with 20 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. In addition to her advisory role, she owns and operates LHJ Holdings LLC, managing practice-related expenses. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Nathan Anderson is a financial advisor with Osaic Wealth based in McKinney, Texas. He holds Series 63 and Series 65 credentials and has 17 years of industry experience, including 16 years at Woodbury Financial Services prior to joining Osaic in 2024. Outside of his advisory role, Anderson serves as president of the McKinney North Stars Hockey Club, a nonprofit organization. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is known for its scale, complex affiliate network, and a multi-advisor platform that includes comprehensive financial planning and access to third-party investment managers.

Cameron Hall is a financial advisor at LPL Financial in Frisco, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Salem Media Group and Brennan Wealth Advisors. He is also a notary public in Frisco. 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 offers a range of advisory services and investment platforms, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Rebecca De Anda Licona is a Financial Advisor at Merrill Lynch Wealth Management, where she leads a boutique practice focused on comprehensive financial planning and guidance. She works closely with clients to develop personalized strategies that address a range of financial areas including retirement planning, college education funding, small business strategies, estate and legacy planning, philanthropic giving, tax minimization, and portfolio management. Her approach emphasizes understanding the unique priorities and goals of each client and their family. Rebecca holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She completed her high school education at Allen High School and earned an Associate's Degree from Collin College. Outside of her professional work, Rebecca enjoys antiquing, cooking, interior decorating, photography, spending time with her family, and traveling.

Kyle Piechotta is a financial advisor with Ameriprise in Frisco, TX, holding a Series 66 designation and with two years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning using proprietary research, algorithmic tools, and a collaborative approach with financial advisors.

Kyle Gardner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. Prior to joining LPL Financial in 2025, he worked at SCF Investment Advisors, SCF Securities, TFR Advisors LLP, and Mass Mutual Investors Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Zachary Farris is a financial advisor at J.P. Morgan Securities in Frisco, TX, with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2017, including roles at Jpmorgan Chase Bank and previously at Sam's Club. 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 combines quantitative and qualitative research to build model asset allocations and includes derivatives and commodities capabilities.

Ann Holder is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has worked with Merrill since 2012, as well as with Cetera prior to that. Outside of her advisory role, she is the owner of Insurance Architects, LLC, a limited liability company. 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 individual and institutional clients, including high-net-worth individuals and charitable organizations.

Andrew Mcgrath is a CFP® with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2019. He previously worked at Bank of America and Merrill from 2011 to 2019. Outside of his advisory role, he holds partial ownership in a garage door business based in Waco, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and utilizes modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.