Trent Lujin is a financial advisor at Cetera with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes long tenures at Avantax Advisory Services and 1st Global Capital Corp before joining Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, operating a multi-manager platform with over $256 billion in assets under management.

Guy Thompson Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at RBC Capital Markets for 22 years and at Waddell & Reed, INC. for one year. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies through a large network of advisors.

Ryan Sanders is a Series 66-licensed financial advisor with Edward Jones in Colleyville, TX, where he has worked since 2014. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Steven Dunn is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has previously worked 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Bryan Yach is a CFP® professional with 15 years of industry experience. He is currently affiliated with Cetera and its related entities, having previously worked at Fidelity Investments for over a decade. His background includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and operates through a large nationwide network of independent advisors.

Chad Fox is a financial advisor with Morgan Stanley in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Outside of advising, he is involved with LF Whip Enterprises LLC, a publishing and technology business established for his minor child. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and model-based outcome projections.

Paul Brewer is a financial advisor at Edward Jones holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Texas Card House and Poker House of Dallas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and operates a nationwide network of financial advisors and branch offices.

Esmeralda Limon is a financial advisor at Merrill with Series 63 and Series 66 licenses and five years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. She is currently based in Dallas, TX. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justin Gassett is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2000, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisors Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors, charitable funds, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Brian Phipps is a financial advisor with Cetera based in Dallas, TX, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. Prior to joining Cetera, he worked at Guardian Life for seven years and Avantax for three years. Outside of his advisory role, he owns and operates a real estate business focused on buying and selling single-family residences. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and serves over 800,000 clients through more than 10,000 advisors nationwide.

Jared King is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he leads a team focused on assisting families with multi-generational wealth through holistic planning and trusted relationships. Jared has been with Fidelity Investments since 2000, holding various positions including Service Trading Representative, Retirement Investment Specialist, Investment Management Consultant, and Investment Management Consultant for Private Wealth Management before his current role. His experience spans over two decades in investment management and retirement planning.

Matthew Bullard is a financial advisor with Fidelity Investments based in Southlake, TX. He holds Series 63 and Series 66 credentials and has 21 years of industry experience. Bullard has worked with various Fidelity entities since 2004. He serves as a representative of the Era Education Foundation endowment. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research and quantitative analysis to construct model portfolios and manages a range of advisory services including multi-manager funds and fund-of-funds structures.

James Stevenson is the Market Leader at Fidelity Investments, where he leads a team of financial professionals and branch leaders. In this role, he oversees the implementation of resources and strategies provided by Fidelity to deliver a comprehensive experience for clients. He has held several leadership positions at Fidelity Investments, including Vice President Market Leader since 2017. Prior to this, he served as Vice President Senior Branch Leader from 2011 to 2017, Vice President Branch Leader from 2005 to 2011, Assistant Branch Leader in 2005, and Proactive Sales Leader from 2001 to 2005. Outside of his professional responsibilities, James has interests in cooking and baking, fitness, food, football, movies, and scuba diving.

Jimmy Pannell is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 credential and has previously worked at Wells Fargo Advisors Financial Network and Edward Jones. In addition to his advisory role, he owns an event planning and venue business, Royal Arrival, and serves on the Corsicana City Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by technology tools for operational and research assistance.

Elsie Bohn is a financial advisor at Raymond James Financial with a Series 66 designation and no prior industry experience. Before entering finance, she worked in education at several schools and was employed at Sumo Sushi from 2020 to 2022. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals using various analytical tools and supports advisory programs through a large network of affiliated advisors.

Nicole Pugsley is a CFP®-designated financial advisor with Edward Jones, based in Southlake, TX, and has nine years of industry experience. She has been with Edward Jones since 2017 and previously held positions at Texas A&M University-Corpus Christi. 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 manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, emphasizing a fiduciary standard in its advisory services.

Derek Land is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity since 2013, progressing through various roles including Financial Consultant, Investment Consultant, Guidance Support Specialist, Workplace Guidance Consultant, and Defined Contribution Representative. Derek works closely with clients to develop and maintain customized financial plans tailored to their unique situations and values. He focuses on understanding his clients' concerns and goals to provide guidance that supports their financial confidence and peace of mind. He holds an Arkansas Insurance License. Outside of his professional work, Derek has interests in baseball, football, music, outdoor adventures, and family activities.

Scott Matthews is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 14 years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he owns and manages rental property in Fort Worth, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Israel Anderson is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2016, progressing through several positions including Financial Associate I and II, Workplace Planning Associate and Consultant at various levels, and Financial Consultant 1 prior to his current role. His professional experience is centered on helping clients build sustainable financial plans by simplifying complex financial concepts. He holds insurance licenses in Arkansas and California. Outside of his professional work, Israel enjoys activities such as baseball, spending time at the beach, family activities, hiking, and running.

Dominic Young is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with both Bank of America, N.A., and Merrill since 2014. He is based in Fort Worth, Texas. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.