Moab Schiers is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments, Merrill, Bank of America, and Fidelity Investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Gustavo Valencia is a Financial Consultant currently working at Fidelity Investments since 2023. He has held various roles within the company, including Investment Management Consultant II from 2020 to 2023 and Investment Management Consultant from 2019 to 2020. Prior to joining Fidelity Investments, Gustavo worked as a Financial Consultant at David Lerner Associates from 2015 to 2019. His professional experience spans financial consulting and investment management. Gustavo's approach to financial planning emphasizes collaboration with clients to develop strategies tailored to their individual financial goals and circumstances.

Doron Elad is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Truist Advisory Services, Commonwealth Financial Network, and Diamond Capital Wealth. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Phillip Eggers is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. He previously worked at Raymond James Financial Services for nine years before joining LPL Financial in 2024. Outside of his advisory role, he is involved in several family-owned businesses, including serving as CEO of Super Duty Fans and owning Euclid Design Group and Eggers Stagecoach Farm. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Madeleine Underwood is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She previously worked at Woodbury Financial Services and Fidelity Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of advisors. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Carmen Youngblood is a CFP®-certified financial advisor with Wells Fargo Advisors in Frisco, TX, bringing nine years of industry experience. She has held various roles within Wells Fargo and related entities since 2013 and briefly worked at CWM, LLC and Carson Wealth in 2021. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad menu of planning options and integrating advisory services with other financial products through a large network of financial advisors.

Henry Jordan Jr. is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 66 credentials and 20 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before joining Wells Fargo in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research and analytics from Wells Fargo Investment Institute alongside third-party data to support its investment strategies.

Michael Picco is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 1986 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management through its broader platform of capital markets and research resources.

Drew Schlotter is a CFP® professional with five years of industry experience, currently working at Vanguard Advisers in Plano, TX. His prior experience includes roles at multiple financial firms and a decade of service in the US Navy. He is also affiliated with Tiny Seed Workshop and has held teaching positions at Creighton University and Texas A&M University. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and focuses on portfolios constructed mainly from Vanguard funds and ETFs.

Steven Shi is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Josh Feifarek is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their advisors to co-create personalized planning experiences that align with their goals and priorities. He began his career in financial services with New York Life in 2022, serving as a Financial Services Professional. In 2023, he joined Fidelity Investments as a Financial Representative. He then advanced to the role of Relationship Manager in 2024 before becoming a Planning Consultant in 2025. Josh's professional experience encompasses client relationship management and personalized financial planning. Outside of his professional work, Josh's personal interests include fishing, fitness, football, golf, lake activities, and skiing.

Alexander Tiner is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Nylife Securities LLC, New York Life Insurance Company, and TD Ameritrade. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with both model-based and discretionary investment strategies.

Raoul Shroff is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in wealth management. He began his career in 1999 after graduating from Southern Methodist University with a Bachelor's Degree in Marketing. Raoul has six years of experience with JPMorgan Chase and has spent over 16 years with Merrill Lynch, where he was a partner with his father who started the practice in 1982. Specializing in areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization, Raoul focuses on helping individuals and families develop personalized strategies aligned with their financial goals. His approach emphasizes understanding what clients want their money to achieve, enabling tailored guidance and solutions. Raoul holds the Personal Investment Advisor (PIA) designation and is affiliated with Merrill Lynch. He lives in Frisco with his wife, Sheena, and their two sons, Jayden and Liam. Outside of his professional work, he enjoys coaching his boys in football and baseball, and has interests in music and film.

George Mc Coy Jr. is a Series 66-licensed financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked at Systeem-Medical and MedNetworx. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, delivering detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation overseen by a dedicated Retirement Income Oversight Committee.

Michelle Addington is a financial advisor with Vanguard Advisers, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of advising, she is involved in a real estate business as an owner and partner of AM Properties LLC. 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 constructed from Vanguard funds and ETFs, supporting a large client base through its digital platform and team servicing model.

Matthew Deluca is a financial advisor at Merrill with 27 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2009, alongside a tenure at Bank of America, N.A. dating back to 2002. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies designed by internal and third-party managers.

Hien Lai is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Wells Fargo in 2023. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Jimmy Lee is a financial advisor with LPL Financial in Plano, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His background includes 26 years with Waddell & Reed, Inc. and various insurance carriers, as well as tax-related business activities such as operating JTL Tax Partners LLC. He is also a commissioned notary. LPL Financial is a nationwide SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of representatives, offering a range of advisory programs, financial planning, and brokerage services.

Patrick M. Evans is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2000 and holds Series 63 and Series 65 licenses. Evans serves on the Dean's Advisory Council for the LSU EJ Ourso College of Business, advising and supporting the Dean's initiatives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Wendy Scholljegerdes is a CFP® professional with 26 years of industry experience, currently serving at Ameriprise. She has worked with Ameriprise Financial Services, Inc. since 2008 and continues with its affiliated entities. Outside of her advisory role, she manages a rental property as an owner and landlord. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver written, non-discretionary recommendation reports through a centralized consulting team.