Jeffrey Shenkman is a financial advisor at OSAIC in Dallas, TX, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at FSC Securities Corporation and RBC Capital Markets LLC. Outside of his advisor role, he owns and administers Shenkman Wealth LLC, doing business as Stern Financial Services, through which he provides financial and insurance services. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services including comprehensive financial planning and advisor-managed portfolios. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a variety of managed account solutions supported by proprietary tools and third-party managers.

Silveria Hufstedler is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for five years before joining LPL Financial in 2012. In addition to her advisory role, she offers Medicare Supplemental coverage to clients who have enrolled in Medicare Parts A and B. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions through a large network of investment adviser representatives.

Tim Do is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. His prior work history includes roles at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, and Trad Capital LLC. 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.

Martin Kogel is a financial advisor with Edward Jones in Murphy, TX. He holds a Series 66 designation and has 10 years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Nathaniel Woodward is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to this, he was employed at Consolidated Payment Services, Transamerica, USHEALTH Advisors, and Landmark Media, Inc. 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, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

Joseph Rosio is a financial advisor with LPL Financial in Plano, Texas, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. He has held various roles in financial services, including positions at Waddell & Reed, HD Vest Insurance Agency, and Avantax Advisory Services. Outside of his advisory work, Rosio owns J. Rosio Tax Services LLC, a tax preparation and accounting firm. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,900 advisors and significant discretionary assets.

Nick Ruth is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he works closely with clients to take a holistic approach in understanding their financial needs and goals, fostering relationships that empower clients to manage their financial futures effectively. Prior to his current position, Nick held roles as an Investment Consultant from 2024 to 2025 and as a Workplace Planning Consultant from 2020 to 2024, all within Fidelity Investments. Nick's experience at Fidelity Investments spans several years and encompasses various aspects of financial planning and investment consulting, allowing him to develop expertise in understanding and addressing the diverse financial concerns of households. Outside of his professional work, Nick engages in a variety of personal interests including biking, golf, running, swimming, and tennis.

Matt Hamedani is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with two years of industry experience. Prior to joining Fisher Investments in 2021, he worked at Peapack Gladstone Bank from 2017 to 2021 and was affiliated with the University of Arizona until 2017. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and provides sub-advisory and retirement plan services.

Ryan Kolakowski is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Equitable Advisors, he has held various roles including a delivery driver position at DoorDash. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Gregory Padlo is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A., J.P. Morgan Securities, LLC, and Fidelity in various capacities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Soheb Masani is a financial advisor with J.P. Morgan Securities in McKinney, Texas, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Jpmorgan Chase Bank, Wells Fargo Bank, Axis Bank Ltd., and entrepreneurial involvement with Silva Bottling Company and Savoy Development LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured, non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, includes ESG considerations, and leverages broader derivatives and commodities capabilities.

Leigh Hicks is a financial advisor at LPL Financial with 26 years of industry experience. He has been with LPL Financial since 2009 and holds Series 63 and Series 66 licenses. Hicks also serves as a notary public in Plano, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and various technology tools.

Mark Joslin is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2001 and focuses on wealth transfer, concentrated stock strategies, and portfolio management. Mark is a qualified portfolio manager who provides traditional advice and guidance and manages personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He may manage these strategies on a discretionary basis through the firm's Investment Advisory Program. Mark's clients are typically retired or approaching retirement, seeking to enjoy the wealth they have created. His team coordinates with clients' CPAs, attorneys, and other financial professionals to deliver individualized advice based on risk tolerance, time horizon, liquidity needs, and investment goals. His areas of focus include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and retirement income. Mark graduated with distinction from the United States Naval Academy with a bachelor's degree in systems engineering and earned his MBA in finance and strategic management from The Wharton School at the University of Pennsylvania. Prior to his career in wealth management, he served as an aviator in the United States Navy and worked in manufacturing and agricultural industries. Outside of work, Mark enjoys football, swimming, and spending time with his family.

Anderson Brooks is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has been with OSAIC since 2017. Brooks is also the sole member of Pilot Wealth Advisors, LLC, and presents financial education classes on topics such as Social Security. Additionally, he works as an independent contractor assisting clients with trust planning and refers them to attorneys for legal services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by various tools and multiple custodial and program arrangements.

Alesia Coffman is a Financial Advisor at Merrill Lynch Wealth Management. She holds the Certified Divorce Financial Analyst (CDFA) designation and the Personal Investment Advisor (PIA) designation. She earned her Bachelor's Degree from Saint Leo University. Alesia specializes in helping individuals and families navigate the financial complexities of divorce and other challenging life transitions. She provides personalized strategies in wealth management, retirement planning, and risk mitigation, aiming to simplify complex financial concepts so clients can feel empowered and secure in their financial decisions. Committed to building strong relationships, Alesia follows Merrill's tradition of community involvement by volunteering with local organizations. Her approach emphasizes integrity, empathy, and expertise to support clients in achieving financial confidence.

Jessica Willman is a Series 66-licensed financial advisor with Charles Schwab & Co., Inc. in McKinney, Texas, where she has worked since 2018. She has eight years of industry experience, including roles at Texas Tech University and Primewest Mortgage. 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 operates a hybrid model combining non-discretionary advisory relationships with access to discretionary separately managed accounts and conducts centralized supervisory, custody, and order-routing functions.

Jun Tang is a CFP® professional with 17 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held prior roles at Cetera, Cathay Bank, Capital One Advisors, and USAA Financial Advisors. Tang operates under LPL’s network in Plano, TX. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Sean Capuano is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TD Ameritrade and Charles Schwab Bank. Prior to his financial services career, he was employed by Pizza Hut for two years. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management services supported by a broad multi-asset model portfolio approach and a centralized operational structure.

Roland Jones is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2011. 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, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework within its recommendations.

Jeffrey Mcnaughton is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs using both proprietary and third-party advisory solutions.