Nicholas Lalonde is a CFP® professional with 12 years of industry experience. He is currently with LPL Financial and has previously worked at Edward Jones and Raymond James Financial. 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 investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Neil Grant is a CFP® professional at Robert W. Baird & Co. with 30 years of industry experience. He has been with Robert W. Baird since 2011, totaling 15 years at the firm. The DDK Group, where he works, is part of Robert W. Baird & Co.’s Private Wealth Management department and serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and internal research tools, including artificial intelligence, in client advisory.

Brenner Holliman is a Financial Consultant I at Fidelity Investments, a position held since 2025. Prior to this role, Brenner held several positions within Fidelity Investments, including Planning Consultant, Investment Consultant, and various levels of Investment Solutions Representative and High Net Worth Associate roles from 2021 to 2024. Brenner began their financial career as a Financial Professional at Equitable Advisors in 2020 before joining Fidelity Investments. Brenner's professional experience encompasses a range of responsibilities in financial consulting, investment solutions, and client relationship management. Their work focuses on personalized planning and guidance tailored to clients' financial objectives, starting with identifying key priorities and conducting comprehensive reviews of clients' financial situations.

Julian Puhringer is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Julian completed an Accredited Certificate Program from New York University.

James Clark is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at firms such as Cetera, BOK Financial Securities, and Stephens. 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 asset management solutions, utilizing advisor-supported tools and multiple investment strategies across its extensive network of over 22,800 advisors.

Cole Bohner is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Champ Sports Company, Bridgepoint Consulting, and Charles Schwab. Outside of his advisory work, he plays guitar in a band on weekends. 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 and consulting with non-discretionary implementation decisions.

Acacia Mendoza Diego is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Machol and Johannes LLC. Outside of financial advising, she operates a baked goods business, Acacia Pops, and has engaged in dog sitting and walking services as an independent contractor. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning strategies and access to various investment offerings.

Stephanie Spyres is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 65 designations. Prior to her current role, she worked at USAA in various financial planning and investment management capacities from 2016 to 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and formal advisory roles to registered investment companies.

Carla Harroz is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63, 65, and 66 credentials and has worked previously at Goldman Sachs International in the Investment Banking Division. Outside of her advisory roles, she has been involved with entrepreneurial ventures such as 2045 Studio and Celaya Capital LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan banking and broker-dealer organization.

Tara Walters is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. She has worked with Merrill since 2003 and concurrently with Bank of America, N.A. since 2009. She is an officer of Esto Dux GP, LLC, a for-profit investment-related entity based in Dallas. 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 a range of individual and institutional clients.

Joseph Radovic is a financial advisor at OSAIC with 29 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Prudential Insurance Company of America and Hornor, Townsend & Kent, Inc. Radovic volunteers with The Storehouse of Collin County, providing investment advice to the nonprofit’s board. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios that may include a broad range of investment products, managing accounts on either a discretionary or non-discretionary basis.

Jillian Mc Clary is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She previously worked at Don Carro and has a background as a driver for Uber in Crandall, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Alexander Marsh is a financial advisor at Thrivent Investment Management in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Equitable Advisors and various positions outside the financial sector. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing program called WealthPlan.

Kent Huang is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2011. In addition to his advisory role, he is also an employee of JPMorgan Bank, which allows him to offer certain banking products and services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework.

Chelsea Fox is a financial advisor at Merrill in Dallas, TX, holding a Series 66 designation with four years of industry experience. Her prior work history includes roles at UBS Financial Services and Bank of America. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and various organizations.

Ryan Anderson is a CFA® charterholder and holds a Series 66 license, with 22 years of experience in the financial industry. He is currently with Morgan Stanley in Dallas, TX, having joined its private bank and Smith Barney divisions in 2025. Prior to that, he worked at UBS Financial Services for 15 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions. The firm offers a range of advisory programs, including financial and estate planning, and manages approximately $2.74 trillion in client assets.

Gregory Parsons is a financial advisor with Ameriprise in Forney, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is involved in a lighting distribution business and provides consulting services through his own LLC. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, combining research-based modeling and tax-efficient strategies to develop personalized, written recommendations. The firm serves a broad client base through its advisory, brokerage, and insurance solutions.

Renay Ferrucci is a financial advisor at UBS Financial Services with seven years of industry experience. Her prior roles include positions at Goldman Sachs & Co. LLC and Cresset Capital, as well as an academic role at Southern Methodist University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Mario Lopez is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Dallas, TX since 2020. Prior to joining Ameriprise, he worked for Edward Jones for 21 years. He serves on the Board of Directors for The Senior Source, a nonprofit organization in Dallas. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed, non-discretionary recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver personalized retirement planning through a centralized consulting team.

James Benton is a Wealth Management Advisor and a partner of The Group AG, a multi-generational team of collaborative financial advisors. He serves a select group of families, retirement plan sponsors, and institutional clients, focusing on helping them pursue their financial goals through thoughtful advice and a disciplined approach. James operates within Merrill Lynch Wealth Management, leveraging its vast resources to provide comprehensive services. James holds a bachelor's degree from Georgetown University. He has earned several professional designations, including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). His expertise includes areas such as divorce transition planning, education planning, employee benefits planning, executive compensation, institutional and corporate benefit services, services for endowments, foundations, and non-profits, personal retirement planning, and sports & entertainment. In addition to his professional pursuits, James is involved with Dallas Animal Services. His approach emphasizes collaborative planning, multigenerational experience, and committed stewardship to serve clients effectively.