Mark Kingsbery Jr. is a financial advisor with Thrivent Investment Management in Allen, TX, holding Series 63 and Series 66 licenses and having seven years of industry experience. His career has been primarily with Thrivent since 2017, with prior roles including positions at Arizona State University and Starbucks Coffee Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive written recommendations and the option to integrate planning with managed accounts through its consolidated billing program, WealthPlan.

Stephen Clifton is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. He has worked at JPMorgan Securities since 2019 and previously held roles at Capital One Advisors, Capital One Investing, and JP Morgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Loon Chan is a financial advisor at Vanguard Advisers with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities and Fidelity Brokerage Services. Chan was also involved with PandaChans Productions from 2016 to 2018. Vanguard Advisers provides both 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 constructed mainly from Vanguard funds and ETFs, offering customization options including ESG preferences and tax-aware strategies.

Tony Harvey is a financial advisor with UBS Financial Services in Plano, TX, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he is involved with WorldVentures Marketing LLC. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services supported by proprietary research and capital market models.

Nicholas Adamson is a financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is a co-owner of a vending machine and video game supply business serving bars and clubs, and he serves on the Board of Governors for the Dallas Symphony. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its recommendations, with a centralized team delivering non-discretionary advice in partnership with financial advisors.

Scott Vehslage is a financial advisor at UBS Financial Services in Plano, TX, holding a Series 63 designation with 36 years of industry experience. He has been with UBS Financial Services since 1989. Outside of his advisory work, he is a passive investor in a private real estate investment LLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Hayden Dunning is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and having three years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and is also the owner and partner of Seraph Services LLC, an e-commerce business selling sports gear on Amazon. 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, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence using both quantitative and qualitative research and incorporates ESG eligibility in its recommendations.

Sean Conti is a financial advisor with LPL Enterprise in Plano, TX, holding Series 65 and Series 63 licenses and 28 years of industry experience. His prior roles include positions at Fidelity, Fisher Investments, VALIC Financial Advisors, and several other wealth management firms. He is involved with 3266partners, LLC, an entity related to investing and collecting firearms. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning services, and insurance products through affiliated entities.

Julian Kidd is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and 17 years of industry experience. His career includes prior roles at Merrill, Equitable Advisors, and Morgan Stanley. Outside of his advisory work, he is an owner and partner in 23 Red Ventures LLC and Urban Air Adventure Park, an entertainment business in Temecula, CA, in which he holds a passive investment. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, with implementation support from affiliated investment management entities.

Jordan Torno is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2021. Outside of finance, he has experience operating as a freelance laser technician involving lasers and concert production. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and a formal alternative-investment onboarding process.

David Meadors is a financial advisor at Morgan Stanley with 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he participates in acting classes through John Casablancas. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include investment strategies as well as broader financial and estate planning solutions.

Brian Janus is a Senior Financial Advisor with over 25 years of experience, including 20 years at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp. and a Bachelor's Degree in Business from Miami University in Oxford, Ohio. Brian leads a team that includes Financial Advisors Cindy Chaiten and Harvey Rosenberg, as well as Client Associate Jalen Johnson, dedicated to understanding clients' financial objectives and risk preferences. His expertise covers areas such as business succession, retirement planning, saving for college, and legacy building for multi-generational families and business owners. Brian utilizes his firm's strategic and portfolio resources to address complex financial needs and help clients achieve long-term financial goals. Originally from Cleveland, Brian resides in Chagrin Falls with his wife Sarah, three children, and their French Bulldog, Bear. He has been a CYO Basketball Coach and coaches travel basketball in Chagrin Falls, emphasizing discipline, dedication, and teamwork. Outside of work, Brian enjoys golf, pickleball, fitness, traveling, and basketball.

James Lehman is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in product design through his ownership of QuadCycle, LLC, and participates in other business activities related to support services and consumer product development. Ameriprise is an institutional firm that provides retirement-income planning and a broad range of advisory, brokerage, and insurance solutions. Its retirement-income service combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily serving clients with significant investable assets.

Jacob Lundy is a CFP®-certified financial advisor with Charles Schwab in Plano, TX, bringing four years of industry experience. His background includes roles at Charles Schwab Bank, TD Ameritrade, and experience in education and retail sectors. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary advisory guidance and access to discretionary separately managed accounts.

Cary Tucker is a financial advisor with RBC Capital Markets in Frisco, TX, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at City National Bank, Morgan Stanley Private Bank, Morgan Stanley, Wells Fargo Clearing, and A. G. Edwards & Sons. Outside of his advisory work, he is the owner of Motherboard Ventures, LLC, a software and services company focused on parenting, and also serves as a consultant for a service-disabled veteran-owned medical device business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client’s risk profile.

Bhavya Shukla is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in Corporate Executive Services, Education Planning, Tax Minimization, and Retirement Income. In her role, she focuses on helping clients bring structure, discipline, and perspective to their financial decisions, ensuring alignment with their broader objectives. Bhavya holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Texas at Austin. Fluent in Hindi and English, she provides strategic perspective and personalized guidance to help clients navigate the complexities of wealth management. Outside of her professional work, Bhavya enjoys painting, reading, and writing. Her approach emphasizes uncovering what matters most to clients and their families to create strategies that pursue their financial goals.

Brianne Imperial is a CFP® professional with 14 years of experience currently working at UBS Financial Services in Plano, TX. She has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources to support client strategies.

Robert Coker is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and eight years of industry experience. His career includes roles at Wells Fargo Bank and JPMorgan Chase Bank, along with a brief period as a self-employed general contractor. He also served for one year at Stephen F Austin State University’s Ruche College of Business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Alexander Singleton is a financial advisor at Vanguard Advisers based in Plano, TX. He holds a Series 66 designation and has been in the industry since 2026. Outside of his advisory role, he has been involved with the Coppell Youth Soccer Association. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios primarily composed of Vanguard funds and ETFs.

Matthew Manning is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at MML Investors Services Inc and MassMutual from 2010 to 2023. Outside of his advisory role, he is an insurance agent and owns Teleios Financial LLC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that utilize model-based asset allocation and portfolio optimization through various managed account programs.