Ivan Wong is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, and New York Life Insurance Company. Outside of finance, he is an author and teaches criminology as a professor at Collin County College, as well as teaching at various educational institutions. 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 and brokerage services with a focus on customizable investment strategies supported by technology and extensive operational resources.

John Classe is a CFP® professional with 24 years of industry experience, currently serving as an advisor at LPL Financial since 2009. His prior roles include positions at Mutual Service Corporation and American General Securities Incorporated. He is involved in the sale of fixed insurance products as part of his professional activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, third-party asset management, model portfolios, and institutional platforms, supported by extensive technology and a large network of advisors.

Matthew Palmer is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked with J.P. Morgan Securities and its affiliates since 2013, following earlier roles at Chase Investment Services Corp. and Wells Fargo Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates centralized due diligence using quantitative and qualitative research, with offerings that include ESG considerations and broad derivatives and commodities capabilities.

Catherine Garcia is a financial advisor at Merrill with eight years of industry experience and a Series 66 designation. Her prior roles include positions at Edward Jones, Thrivent Financial, and Transamerica Financial Advisors. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Lorrie Bradford is a financial advisor at Vanguard Advisers with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill for 11 years prior to joining Vanguard in 2026. Bradford also spent two years affiliated with Franklin University. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily utilizes Vanguard funds and ETFs in its portfolios.

Andrew Mitchell is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, and previously held roles at Royal Alliance Associates and Sii. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations, supported by affiliated implementation and portfolio services.

Stacy Tuma is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior roles include positions at MassMutual and Primerica Financial Services. Outside of finance, she owns ClkCourse with Stacy, a non-investment related business. Primerica Advisors serves primarily individual investors and offers a wrap-fee asset management program that incorporates model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management.

Casey Lane is Vice President and Financial Consultant at Fidelity Investments. In this role, Casey collaborates with clients to develop disciplined financial strategies tailored to their family's goals, aiming to simplify complex financial decisions and provide clarity and confidence. Casey has been with Fidelity Investments since 2016, holding various positions including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Workplace Planning Consultant II, Relationship Manager, Investment Consultant, and Financial Consultant. This progression reflects experience in financial advising, investment consulting, relationship management, and retirement planning. Casey holds an Arkansas Insurance License. Outside of professional responsibilities, Casey is interested in board games, family activities, golf, reading, running, and volunteering.

Sarah Crumpler is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. She has been working in the financial services industry for over twelve years, focusing on helping individuals and families plan for their retirement goals and financial future. Sarah approaches every client interaction as an opportunity to build trust and demonstrate her integrity. Her professional experience at Fidelity Investments includes roles as Senior Relationship Manager and Relationship Manager at the Plano Investor Center, Financial Representative, and Inside Sales Representative in Fidelity Institutional Asset Management. She has held her current position since 2019. Outside of her professional work, Sarah enjoys cooking and baking, participating in family activities, gardening, watching movies, spending time with pets, and volunteering.

Mehdi Ahmadi is a financial advisor at Edward Jones with eight years of industry experience. He has held his current role since 2017 and previously worked at Nokia from 2014 to 2017. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of financial needs. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nicholas Nowakowski is a CFP® and holds a Series 63 license with 13 years of industry experience. He has been with THE Vanguard Group, Inc. since 2013. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies and predominantly constructs portfolios from Vanguard funds and ETFs.

Britney Turk is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and includes broader derivatives and commodities capabilities.

Keaton Price is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Clayton Moore and Northwestern Mutual. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kirk Greer is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1996. He specializes in asset management and the customization of wealth and retirement planning strategies. Kirk has also contributed to the firm by managing the training program for new advisors in the Plano office and serving as the Legacy Park Office Sales Manager from 2007 to 2010. Kirk holds a Bachelor's degree in Economics from Southwestern University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His client focus areas include college education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, portfolio management services, tax minimization, and retirement income. Outside of his professional role, Kirk coaches sports teams and leads campouts, having coached his three daughters’ sports teams for a total of 25 seasons and led more than a dozen YMCA Adventure Guide campouts. He is involved in his community through Cottonwood Creek Church and Emily's Place. Kirk enjoys hiking, fishing, boating, camping, golfing, football, reading, skiing, table tennis, and spending time with his wife, April, and their family.

Rima Alobaidi is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank, Bank of America, Merrill, and Ameris Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Its advisory process combines quantitative screening and qualitative research, supporting non-discretionary portfolio management with a focus on Eligible Strategies and ESG considerations.

Ariana Iglesias is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked with Fidelity Investments in various capacities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse clientele, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Nicole Fry is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. She has worked at Ameriprise since 2016 in various capacities. Outside of her advisory role, she works as an independent contractor driver for DoorDash. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Alexander Day is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at CINCaP Investment Group and Essex Management. 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 separately managed accounts, delivering multi-asset model portfolio guidance supported by centralized custody and operational infrastructure.

Adam Carter is a CFP®-certified financial advisor with six years of industry experience. He is currently with Ameriprise Financial Services, LLC and previously worked at Bank of America, Merrill, and Fifth Third Securities. Outside of advisory work, he is a co-owner of a family rental property in Princeton, Texas. 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 planning, which includes written Recommendation Reports and ongoing advice tailored to income sources and tax-aware withdrawal strategies.

Arash Hashemi is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his role in providing investment guidance to clients. Arash Hashemi earned a Bachelor's Degree from the University of Houston System. His educational background supports his expertise in financial management and wealth advisory services.