Austin Lester is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018, previously spending seven years at Invest Financial Corporation. Lester also serves as CFO at Milestone Insurance & Investment Services, an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing model portfolios and research from internal and third-party sources.

Nadia Moye is a Series 66 licensed financial advisor with Fidelity in Plano, TX, where she has been since 2025. Her work history includes roles at Seidel Schroeder and Texas A&M University, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

James Hesson is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with Raymond James Financial in Allen, TX. Prior to joining Raymond James, he spent nine years with Edward Jones. He also operates JJH LLC, a pass-through entity established for managing income based on his CPA’s advice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide network of advisors with specialized services such as municipal and public-finance advisory.

Xin Liang is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 credentials and eight years of industry experience. He previously worked at Wells Fargo from 2013 to 2018 before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to inform its recommendations.

Mario Martinez is a financial advisor at Edward Jones in Allen, TX, holding a Series 66 designation with seven years of industry experience. His prior experience includes roles at New York Life, Pruco Securities LLC, and Signator Investors, along with work in education through the Dallas Independent School District and Richland Community College. Outside of finance, he owns a remodeling business, Renova Plus, based in Garland, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices, offering integrated services such as trust company capabilities and securities-based lending.

Stephen Drake is a financial advisor with Thrivent Investment Management in Allen, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining Thrivent, he worked in educational settings including Grand Prairie ISD, Faith Family Academy, and Ector County ISD. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic financial planning covering various topics, with the option to combine planning and managed-account services under a consolidated program called “WealthPlan.”

Daniel Finch is a financial advisor with Ameriprise in Fairview, TX, holding a Series 66 designation and 23 years of industry experience. He previously worked at American National Bank of Texas and LPL Financial, serving as Vice President and Senior Financial Advisor at American National Bank of Texas. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver customized, non-discretionary recommendations.

Deborah Hecht is a financial advisor with Ameriprise in Dallas, TX, holding a Series 63 designation and over 34 years of industry experience. She has been with Ameriprise since 2005, including its predecessor firm, Ameriprise Financial Services, Inc. Outside of her advisory role, Hecht serves on the Board of Directors for the Creekside at Lake Highlands homeowners association and creates stained glass crafts that she sells. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling techniques to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Davis Schroeder is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2016. Prior to that, he spent one year at Northwestern Mutual Investment Management. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Syed Hussain is a financial advisor with J.P. Morgan Securities in McKinney, TX, holding Series 63 and Series 66 licenses and with 10 years of industry experience. His prior work includes roles at Wells Fargo Advisors and JPMorgan Chase Bank. Outside of advisory services, he is involved in real estate through ownership and partnership roles in SST Capital, LLC, and Lodgicap, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Andrew Baldwin is a Planning Consultant at Fidelity Investments. In his role, he co-creates personalized financial plans with clients and their families, focusing on building trust and developing relationships with households. He aims to empower clients towards financial freedom and to build confidence in their financial plans. Andrew has been with Fidelity Investments since 2016, beginning as a Financial Associate before becoming a Workplace Planning Consultant in 2018. His experience centers around financial planning and consulting within the workplace environment. Outside of his professional work, Andrew has personal interests that include baseball, cooking and baking, golf, hiking, outdoor adventures, and traveling.

David Askenase is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds multiple professional designations including Chartered Financial Analyst (CFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David's approach centers on providing personalized investment and financial advice to entrepreneurs, young professionals, and individuals undergoing significant life transitions such as divorce or the loss of a spouse. David brings extensive experience to his role, having served for more than eight years as a Vice President and Financial Advisor at Bernstein Private Wealth in New York City and Dallas before joining Merrill. He works collaboratively with clients and their other trusted advisors on areas including trust and estate planning, business succession planning, and family engagement. His goal is to develop wealth strategies that align with clients' long-term business and family objectives. David earned a bachelor's degree from Baruch College. Beyond his professional work, he is actively involved in his community in Dallas, where he lives with his wife and two sons. He volunteers locally and serves as Secretary of 24HourDallas, a nonprofit focused on enhancing safety and inclusivity in Dallas nightlife. Additionally, he acts as Sponsorship Chair for the Association of Corporate Growth in Dallas-Fort Worth.

Eric Lull is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. since 2023. Prior to his current role, he was affiliated with J.P. Morgan Securities and attended Texas Tech University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Curtis Oliff is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and six years of industry experience. Prior to Merrill, he worked at Bank of America N.A., Synergy Wealth Solutions, Goldberg and Rich LLP, Rader Hospitality LLC, and the University of Missouri. He serves as a committee member on the Planned Giving Advisory Council for the American Red Cross St. Louis Area. 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.

Marshall Kube is a CFP® with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2023. His prior experience includes roles at JP Morgan Chase Bank, Raymond James Financial, and Charles Schwab & Co. Outside of advising, he is involved in managing a rental property business through Kube V Investments LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing over $1 trillion in assets and operating a large national network of financial advisors and branch offices.

Clint Wammack is a financial advisor with Ameriprise in Allen, TX, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Wammack is also co-owner of WLWA, LLC, which supports his advisory business and team practice operations. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Matthew Steslow is a financial advisor at Vanguard Advisers with three years of industry experience. He holds a Series 66 designation and has worked across several roles at Vanguard since 2022, as well as prior positions at US Well Services, California Lutheran University, Keane Group, and Weatherford International. 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 proprietary models to construct portfolios mainly from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through a combination of digital platforms and advisor support.

Frederick Leano is a Wealth Management Advisor and Merrill Resident Director based in the DFW area. He has lived in Frisco for over 17 years with his wife and three children. Frederick focuses on providing personalized wealth management strategies tailored to each client's unique financial situation and goals. He is a CERTIFIED FINANCIAL PLANNER® professional and holds designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Frederick earned a Bachelor's Degree from Texas Tech University and is affiliated with the C&L Wealth Group. His expertise includes college education planning, divorce transition planning, employee benefits planning, family wealth management, retirement income strategies, portfolio management, small business strategies, and tax minimization. Frederick's approach begins with understanding clients' life priorities to create flexible, personalized financial plans. Outside of his professional work, he enjoys basketball, boxing, golfing, spending time with his family, and traveling.

Gary Grahnquist is a financial advisor with Ameriprise in Allen, TX, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate Social Security options, tax-smart withdrawal strategies, and adaptive income planning. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice and offers a broad range of advisory, brokerage, and insurance solutions.

Kristopher Field is a financial advisor with LPL Financial, holding Series 66, Series 63, and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Hilltop Securities, PNC Investments, and BBVA Wealth Solutions. Outside of advisory work, he is associated with Kadens Collectibles LLC, a non-investment-related business entity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research and model portfolios from various sources.