Sam Thornal II is a CFP®, ChFC®, and holds a Series 66 license with 24 years of experience in the financial services industry. He has been with Ameriprise since 2005, serving in advisory roles for over 18 years. Outside of his advisory work, Thornal is involved in multiple business ventures including ownership and executive roles in companies focused on fire protection, pest control, and kitchen exhaust cleaning. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning through a written Recommendation Report and ongoing tax-aware withdrawal strategies. The firm’s approach includes algorithmic tools and third-party research, operating within a defined investment universe influenced by affiliated product offerings.

Tanya Ackermann is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2017, following three years at Fidelity Investments. 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 and qualitative research and includes broader derivatives and commodities capabilities.

James Nikcevich is a financial advisor with Vanguard Advisers, holding Series 63, Series 65, and Series 66 registrations and with 29 years of industry experience. He has worked at Merrill for eight years and has been with Vanguard since 2025. 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 to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform and advisory team model.

Aaron Brandes is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has prior experience at Brandes Enterprises and Wm Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Marc Hamlin is a financial advisor with UBS Financial Services in Plano, TX, holding a Series 66 designation and 12 years of industry experience. He has been with UBS since 2014 and concurrently serves in the Texas Air National Guard since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad array of capital markets and fiduciary solutions.

Thomas Herrin is a CERTIFIED FINANCIAL PLANNER™ professional with 25 years of industry experience. He is currently affiliated with LPL Financial and has held roles at firms including Raymond James Financial Services and Merrill. Herrin also has experience managing several private business entities. 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 financial planning and advisory services, utilizing model portfolios, third-party subadvisors, and customized investment strategies across various platforms.

Julianna Davis is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2024. Prior to entering the financial industry, her background includes diverse roles such as self-employment and service positions in the restaurant and education sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Nicholas Herem is a CFP® professional with 14 years of industry experience, currently with UBS Financial Services in Plano, TX. He has worked with UBS since 2014, including a brief period at Fisher Investments in 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Cole Harmon is a financial advisor with Vanguard Advisers based in Plano, TX. He holds Series 66 and Series 63 licenses and has three years of industry experience, including prior roles at Edward D. Jones & Co. LP and NYLIFE Securities LLC. His background also includes several years working in non-financial sectors and a long affiliation with Texas Tech University. 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 portfolios primarily composed of Vanguard funds and ETFs, offering customization options and tax-aware features.

Andrew Dupont is a CFP® professional with 26 years of industry experience, currently working at Vanguard Advisers since 2023. Prior to this, he spent 23 years with TD Ameritrade. He holds Series 63 and Series 66 licenses and is based in Plano, TX. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs, and serves hundreds of thousands of clients through a large advisory team supported by digital platforms.

Vernon Crawford is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He has worked at Merrill since 2009 and has been affiliated with Bank of America, N.A. since 2005. 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.

Rush Griffith is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior work includes roles at Charles Schwab, Edward Jones, Wells Fargo Clearing Services, and Fidelity Investments. 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 approach with portfolios constructed mainly from Vanguard funds and ETFs, offering customization options such as ESG and tax-aware features.

Milton Bensten Jr. is a financial advisor at Edward Jones in Frisco, TX, holding Series 63 and Series 66 designations with 12 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Katherine Forquer is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones in Frisco, TX since 2017. Her background includes a brief period outside the industry from 2016 to 2017. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory and investment solutions through a large nationwide network of advisors and offices.

Brandon Williams is a financial advisor at Merrill in Frisco, TX, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and Bank of America. 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 institutions.

Evan Alexander is a financial advisor at Raymond James & Associates in Frisco, TX, holding a Series 66 designation. He has less than one year of industry experience and previously worked in various roles, including positions with the New York Yankees and Uber. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Adam Chirhart is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and six years of industry experience. His career includes roles at The Vanguard Group, Vanguard Marketing Corporation, and multiple positions at State Farm Insurance. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm combines a goal-based, algorithm-driven investment approach with portfolio construction primarily using Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Amy Best is a financial advisor with Merrill in Frisco, TX, holding a Series 66 credential and bringing 23 years of industry experience. She has been with Merrill since 2009 and has been affiliated with Bank of America, N.A. since 2003. Outside of her advisory role, she serves as the Allocations Committee Chair and a board member for Variety The Children's Charity of St. Louis. Merrill, along 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 investment strategies for a diverse client base including individuals, high-net-worth clients, and charitable organizations.

Josef Bezdek is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Planmember Services and Teachers Financial Services Inc. Outside of his advisory work, he creates woodworking content on YouTube. 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, manager and fund searches, and customized performance reporting. The firm's advisory approach combines quantitative and qualitative research supported by centralized due diligence and includes broader derivatives and commodities capabilities.

David Barlow is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Plano, TX. He has been with Morgan Stanley and its affiliated entities since 2010, including over a decade at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individuals and institutional clients, offering tailored financial planning and access to various investment strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing proprietary tools and market outlook models.