Vladislav Glouchkov is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include six years at JP Morgan Securities and JP Morgan Chase Bank, as well as a one-year tenure at Thrivent Investment Management. He serves on the finance committee of University Presbyterian Church. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach and portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through its digital platform and supported advisor team.

Brendan Carpenter is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Central Relationship Manager from 2023 to 2024 and as a Customer Relationship Advocate from 2022 to 2023, both at Fidelity Investments. Earlier in his career, he worked as a Financial Advisor at AXA Advisors from 2016 to 2018. Brendan focuses on building meaningful and impactful relationships with clients, aiming to expand financial literacy and confidence to enable active participation in their financial journeys. He works closely with clients and communities to support their financial goals. Outside of his professional responsibilities, Brendan has personal interests in cars, fishing, golf, music, and outdoor adventures.

Conner Covington is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and five years of industry experience. He has been with Vanguard and its affiliated entities since 2021, following roles in various companies including American Glass and Tyson. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary methodologies and primarily Vanguard funds and ETFs, managing a large client base through its extensive advisor network and digital platform.

Daniel Son is a Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2012, progressing through roles including Investment Consultant, Relationship Manager, Central Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Full Trader. As a Certified Financial Planner (TM), Daniel focuses on partnering with clients to understand their unique financial goals and developing clear, actionable financial plans tailored to their needs. He holds an Arkansas Insurance License. Outside of his professional work, Daniel's personal interests include family activities, food, football, golf, music, and snowboarding.

Claire Eller is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. She has held roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. Eller holds Series 63 and Series 66 registrations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Christopher Rothe is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 12 years of industry experience. He previously worked at Edward Jones from 2016 to 2022 before joining LPL Financial. 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 investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Samantha Dunkin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. She has been with Wells Fargo Clearing since 2021 and previously worked at Lilly Belle Market. Additionally, she has been associated with Wells Fargo Bank, N.A. since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Dusty Tripp is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets Corporation since 2008, with prior experience at City National Bank. Outside of his advisory work, he serves as a director for Grayson County Municipal Utility District No. 6. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to client risk profiles.

Jeff Davis is a financial advisor with Ameriprise based in Frisco, TX, holding a Series 63 designation and 33 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise offers a retirement-income planning service designed for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Haseeb Arien is a financial advisor at Merrill based in Frisco, TX, holding a Series 66 designation with four years of industry experience. His career includes roles at J.P. Morgan Chase and Bank of America N.A. before joining Merrill. Prior to his financial services career, he worked as a tech critic and also has experience in education at Tarrant County College. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Anderson is a financial advisor with J.P. Morgan Securities holding Series 66 and Series 63 licenses, with nine years of industry experience. He previously worked at Charles Schwab and has a background that includes a brief role with Texas Dreams Gymnastics. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Nancy Mancilla is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 16 years of industry experience. She has worked at J.P. Morgan Securities since 2018 and previously spent 11 years at Hilltop Securities Inc. Outside of her advisory role, she is involved in wholesaling real estate, focusing on off-market residential and distressed homes. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

David Ko is a financial advisor at RBC Capital Markets with 28 years of industry experience. He has been with RBC Capital Markets since 2016 and holds the Series 63 and Series 66 designations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s broad capital markets and affiliated asset management capabilities.

Maricelda Franco is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 66 and Series 63 designations and has previously worked at Merrill and Hilltop Securities Inc./Momentum Independent Network Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Toby Peters is a financial advisor at LPL Financial with 36 years of industry experience and holds the ChFC®, Series 63, and Series 65 credentials. He previously worked at Woodbury Financial Services, inc. for ten years and OSAIC for two years. Outside of his advisory role, he is an agent with Rycon Financial Group, LLC, where he is involved in the sale and service of traditional insurance products and CPA accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with available discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Martha Solomon is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has worked previously at UBS Financial Services, Inc., Cambridge Investment Research Advisors, and First Dallas Financial Group, Inc. Outside of her advisory role, she has an additional business activity as a power of attorney. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Mark Schechter is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Fidelity Management & Research, Uber, and TIAA-CREF. Schechter is based in Plano, Texas. J.P. Morgan Securities 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.

Jeffrey Ockwood is a financial advisor at Wells Fargo Clearing with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. He is based in Frisco, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sindy Kong is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. She holds the Series 66 credential and previously worked at Equitable Advisors and Axa Advisors, LLC. Kong is involved in additional advisory activities through ATLAS Advisory Group and MEDPRO Advisory Group and holds an insurance agent role. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions, including proprietary models and access to third-party managers, with customizable discretionary and non-discretionary strategies.

Jess Zagurski is an Executive Planning Consultant at Fidelity Investments, a role held since 2025. Jess specializes in collaborating with clients to develop financial plans aimed at helping them work towards their financial goals. Jess has held multiple positions at Fidelity Investments, including Benefits & Planning Consultant (2024-2025), Benefits Relationship Manager (2023-2024), and Workplace Planning Associate (2022-2023). Prior to joining Fidelity, Jess worked as a Branch Office Administrator at Edward Jones in 2022. Jess holds a California Insurance License. Outside of professional responsibilities, Jess has interests in fishing, fitness, football, hiking, and pets.