Richard Lytle is a financial advisor with LPL Financial based in Plano, TX, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial since 2013 and previously at Edward Jones from 2009 to 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by machine-learning tools and oversight of substantial discretionary assets.

David Holland is a financial advisor at J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has worked at several firms including Edward Jones, USAA Financial Advisors, and Charles Schwab. Outside of his advisory role, he also works as a courier for Uber on a limited basis. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, with a focus on eligible strategies and ESG considerations.

Aaron Leach is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing eight years of industry experience. His career includes roles at J.P. Morgan Securities since 2018, JP Morgan Chase Bank NA from 2017 to 2018, and Abercrombie and Fitch from 2016 to 2017. 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 searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Kurt Petersen is a financial advisor at Merrill with 37 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Bank of America, N.A., Merrill, and Wells Fargo Clearing. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Felicia Williams is a financial advisor with Vanguard Advisers based in Plano, TX. She holds a Series 66 designation and has three years of industry experience. Prior to her current role at Vanguard, she has worked in both professional studies and human resources, and she is also the owner of a barber and beauty salon, Kreative Cuts & Styles. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Lauren Snowden is a Series 66 licensed financial advisor with nine years of experience at UBS Financial Services in Plano, TX. Prior to joining UBS in 2017, she worked at Trader Joe's for five years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes proprietary research while operating as a broker-dealer, investment adviser, and futures commission merchant.

Thomas Sanneman is a financial advisor with LPL Financial in Frisco, TX, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Ameriprise from 2003 to 2010. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christine Norton is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to that, she held various roles in healthcare-related organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options with a nationwide network of over 23,000 advisors.

Rayshawn Mccallum is a financial advisor at Vanguard Advisers with six years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab and UPS. Outside of his advisory role, he has worked as a package handler for FedEx Ground. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs.

Timothy Fahey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Charles Schwab & Co., HD Vest Advisory Services, and Fidelity Investments. 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, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

Scott Robinson is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2018. His prior roles include positions at RFG Wealth Advisory and INVEST Financial Corporation. Robinson also operates Scott L Robinson Advisors LLC, a business entity established for tax and investment purposes. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Joaquin Turner is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2014, progressing through various roles including Financial Consultant, Director Retirement Planner, and Retirement Relationship Manager. Prior to joining Fidelity, he worked as a Banker at Wells Fargo from 2013 to 2014. With over a decade of experience in financial services, Joaquin focuses on co-creating comprehensive financial plans with clients. His expertise spans retirement planning, investment solutions, and client relationship management. His approach is grounded in integrity, positivity, and selflessness. Outside of his professional responsibilities, Joaquin is interested in fitness, football, parenthood, and volunteering.

Sydney Abraham is a Series 65-licensed financial advisor with seven years of industry experience, currently with LPL Financial since 2023. Prior to joining LPL, Abraham worked for Calton & Associates, Inc. for seven years. Outside of advisory work, Abraham is a co-owner of Ledger Ladies LLC, a tax preparation and accounting service. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports its advisors with research model portfolios and operational tools.

John Potts is a CFP® with 49 years of industry experience, currently serving at Osaic since 2023. He previously worked at SagePoint Financial for 11 years and has been affiliated with Signature Planning Inc. for over two decades, where he is also president of the corporation. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers integrated brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and multiple investment programs delivered through a complex network of affiliated entities.

Rameez Shad is a Series 66-licensed financial advisor with J.P. Morgan Securities in Plano, TX, bringing six years of industry experience. His prior roles include positions at Bank of America, Merrill, and Sprint. Outside of his advisory work, he creates content as the owner and partner of Daily Driven, a vlog focused on daily driving experiences. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s investment process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Richard Bernstein is a financial advisor with Edward Jones in Prosper, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Cooper Land Company and held various positions in other companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large national network of financial advisors and branch offices.

Aaron Becker is a Series 66-licensed financial advisor with LPL Enterprise, based in Plano, TX, and has five years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and PRUCO Securities, LLC. Becker’s background includes several years in education at the high school and university levels. He is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven, offering access to third-party asset managers and a range of financial planning and consulting services.

Antonio Zambrano is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Fidelity, Fisher Investments, and Vanguard. His career includes roles at multiple Vanguard affiliates, where he is currently employed. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs and manages a large client base through digital platforms combined with team support.

Sean Christy is a Series 66 licensed financial advisor with Vanguard Advisers, based in Plano, TX, and has three years of industry experience. Prior to joining Vanguard, he held roles at BXS Insurance and various educational institutions. Outside of his advisory work, Christy is the owner of Full Stream Ahead, a residential cleaning business. Vanguard Advisers provides both 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 with portfolios constructed mainly from Vanguard funds and ETFs, offering customization options such as ESG preferences and tax-aware strategies.

Jason Besly is a financial advisor at Edward Jones in Frisco, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at the US Census Bureau and held roles in various companies including Novel Therapy LLC and Nexeo Solutions LLC. He is a managing member of Novel Therapy LLC, a mental health business, which is operated by his wife under a family trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with a nationwide network of more than 23,700 advisors.