Maria Cassagnol is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and eight years of industry experience. Her work history includes roles at Brighton, PFSI Investments Inc., Home Depot, and Primerica Financial Services. Outside of her advisory duties, she is involved in managing a peer-to-peer rental hosting business. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based recommendations created and managed by third-party asset managers.

Mustafa El Deeb is a financial advisor with J.P. Morgan Securities in Frisco, TX, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017, with prior roles at 24 Hour Fitness, NRT, LLC, and Bank of America N.A. 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 combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through its unique regulatory registrations and affiliations.

Denise Dorbritz is a Certified Financial Planner™ at Edward Jones with 23 years of industry experience, all of which has been with the firm since 2003. She holds the Series 63 and Series 66 licenses and is based in McKinney, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds.

Robert Smith is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including CUSO Financial Services and Cuna Mutual Group. Smith also participates as a speaker and seminar leader for CU Conferences. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning and access to model portfolios and institutional platforms.

Michael Smith is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and 27 years of industry experience. He has been with Merrill Lynch since 1999 and affiliated with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm delivers model-based and discretionary strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Jacob Thimesch is a Financial Consultant at Fidelity Investments, a position he has held since 2024. His career at Fidelity Investments began in 2020, progressing through roles including Customer Relationship Advocate, Investment Solutions, Relationship Manager, and Planning Consultant before his current appointment. With a foundation in financial planning, Jacob focuses on helping clients understand the impact of their finances and providing personalized guidance to build meaningful relationships and strong financial plans. Outside of his professional work, Jacob engages in activities with family, enjoys football, golf, social events with friends, and spending time with his pets.

William Fruit is a financial advisor with Edward Jones in Allen, TX, holding the ChFC® designation and securities licenses Series 63 and Series 66. He has 14 years of industry experience, including nine years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Smith is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 65 and Series 63 licenses with six years of industry experience. His prior roles include positions at First Choice Financial Planning LLC, Dawson Private Wealth, and Raymond James Financial Services Inc. He has worked with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG frameworks, supported by affiliates offering implementation and portfolio services.

Michael Coffee is a financial advisor with J.P. Morgan Securities in Richardson, TX, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His career includes roles at Morgan Stanley, Guggenheim Investments, and JPMorgan Chase Bank, N.A. Outside of finance, he is involved with the United States Soccer Federation from 2023 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory approach integrates quantitative and qualitative research, including ESG criteria, supported by centralized due diligence and access to broader derivatives and commodities capabilities.

Sandra Strohmeyer is a Certified Financial Planner (CFP®) with 29 years of industry experience. She has been with Ameriprise since 2005, serving in various capacities within the firm. Based in Richardson, TX, she holds a Series 63 license. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset eligibility criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Jack Bitterman is currently the Branch Leader at Fidelity Investments, a position he has held since 2026. In this role, he leads a team of financial professionals dedicated to co-creating plans that assist clients in working towards their financial goals. Jack has been with Fidelity Investments since 2019, progressing through roles including Workplace Planning Consultant, Team Leader in Client Services, and Team Leader in Retail Planning and Advice before his current leadership position. This experience has provided him with a broad understanding of financial planning and client service within the investment sector.

Lucy Detwiler is a CFP® professional with six years of experience in financial advising. She currently works at Cetera Wealth Services, LLC and Schmerling Financial Group, having also held positions at Avantax Investment Services and CX Institutional. Outside of advising, she is involved in property management and investment through her ownership interests in a retail shopping center and a multi-family apartment complex. Cetera Investment Advisers LLC is a large SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement a variety of portfolio management strategies ranging from automated allocations to bespoke approaches, under diverse program structures and custodial relationships.

Justin Dollins is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 10 years of industry experience. His prior experience includes roles at Edward Jones and Crux Wealth Advisor. Outside of his advisory work, he is CEO of two support companies, 3:23 Advisors and JD Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports a broad advisor network with tools that include risk profiling and probability modeling.

Matthew Marshall is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In his role, he partners with clients to develop financial plans that align with their goals and needs, emphasizing the importance of strong relationships built on trust and value. Prior to his current role, Matthew served as an Investment Consultant at Fidelity Investments from 2021 to 2023, and as an Investment Solutions Representative from 2020 to 2021. Matthew's professional experience at Fidelity Investments spans several years, during which he has focused on providing investment advice and solutions to clients. His approach centers on understanding client objectives and delivering tailored financial strategies. Outside of his professional responsibilities, Matthew has interests in food, football, golf, skiing, traveling, and volunteering.

Michael Norten is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has worked with Primerica Financial Services since 1980 and with Primerica Advisors since 1995. Outside of his advisory role, he is a self-employed author of theology books, including a recent publication with Thomas Nelson, a Harper Collins publisher. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively available separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Nicholas Daniels is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His background includes roles at Fidelity Investments and involvement with Alamo City Golf Course. He has also worked in education at multiple schools and at the University of the Incarnate Word. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios that utilize mutual funds, ETFs, and ETPs through systematic methodologies.

Luke Suminski is a financial advisor at Ameriprise in McKinney, TX, holding a Series 66 designation with six years of industry experience. His work history includes multiple roles at Ameriprise since 2019 and prior positions at George Fox University and Cascade Athletic Clubs. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Steven Pirtle Jr. is a financial advisor at Equitable Advisors in Dallas, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is involved in various outside insurance activities. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a mix of proprietary and third-party advisory models, including mutual funds, ETFs, separately managed accounts, and alternative investments, delivering services through a network of Investment Adviser Representatives.

Jeffrey Piepgras is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on managing clients' wealth by developing strategies tailored to their individual financial goals and adapting to changing market conditions. He provides access to investment insights from Merrill and banking and lending solutions through Bank of America. Jeffrey holds the Personal Investment Advisor (PIA) professional designation and earned a Bachelor's Degree from Southern Methodist University.

Richard Waddell is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2005. Outside of his advisory role, he serves as Stewardship Chairman at Woodlands Christian Church in Penca City, OK. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.