John Hinrichs is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2009, following six years at Merrill and two years at Prudential Equity Group, LLC. He is also associated with JRH Financial, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a variety of investment strategies and advisor-facing tools.

Nannette Sabo is a financial advisor with Vanguard Advisers, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. She has worked at multiple firms, including Morgan Stanley, Citigroup Global Markets, and Cumberland Advisors. Outside of her advisory role, she owns Mon Parachute Equus, LLC, a business specializing in equine and canine therapy. 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, utilizing proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs.

Jacob Hardman is a financial advisor with Vanguard Advisers based in Plano, TX. He holds Series 63 and Series 66 licenses and has three years of industry experience. His work history includes roles at various Vanguard entities since 2023. Vanguard Advisers offers automated and human-supported investment advice, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies to tailor asset allocations and constructs portfolios largely from Vanguard funds and ETFs.

Jim Cooper is a financial advisor with LPL Financial in Corinth, TX, holding Series 63 and Series 65 registrations and 20 years of industry experience. His prior roles include positions at OSAIC and Sagepoint Financial, INC. Outside of his advisory work, Cooper is the owner of On Target Gunsmiths, LLC, a business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advanced research and operational tools.

Travis Federick is a financial advisor with Ameriprise in Plano, TX, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise since 1998. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to produce tailored retirement plans and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Susan Guo is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial and Corptax Inc. Outside of her advisory role, she owns and operates a tax services business, REN & Associates Tax Services Inc., and is an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, institutional, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

David Taylor Jr. is a financial advisor at Wells Fargo Advisors in Frisco, TX, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning services tailored to clients meeting a net-worth threshold. The firm offers comprehensive planning and investment recommendations, utilizing Wells Fargo research and tools, with services that cover both common and specialized financial needs.

Jill Ehlers is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior roles include positions at Envision Wealth Strategies, Walnut Hill Advisors, and Principal Securities Inc. She serves as a volunteer board member for the Elkhorn Public School Foundation and operates a YouTube channel and related social media platforms through Wealth Health Family. Cambridge Investment Research Advisors provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm manages a multi-billion dollar asset base and offers access to proprietary model strategies as well as third-party advisers across multiple platforms.

Alejandro Martinez is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC and Strategic Advisers LLC prior to joining Vanguard. 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 uses a goal-based, algorithm-driven approach with portfolios primarily built from Vanguard funds and ETFs, offering various customization options including tax-aware features and ESG choices.

Eddie Cheng is a financial advisor with J.P. Morgan Securities in Denton, TX, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. His career includes roles at Wells Fargo Clearing, MA Mutual Life Insurance Company, JPMorgan Chase Bank, and J.P. Morgan Securities. 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 through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Kyle Walker is a financial advisor with Fidelity Investments in Plano, TX, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Amazon and Belmar Golf Club, and he was a full-time student until 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with notable use of AI and systematic methodologies.

Gregory Howard is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior work includes over a decade at Morgan Stanley in various capacities before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 advisors and offers both brokerage and advisory solutions.

Sam Thornal II is a CFP®, ChFC®, and holds a Series 66 license with 24 years of experience in the financial services industry. He has been with Ameriprise since 2005, serving in advisory roles for over 18 years. Outside of his advisory work, Thornal is involved in multiple business ventures including ownership and executive roles in companies focused on fire protection, pest control, and kitchen exhaust cleaning. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning through a written Recommendation Report and ongoing tax-aware withdrawal strategies. The firm’s approach includes algorithmic tools and third-party research, operating within a defined investment universe influenced by affiliated product offerings.

Tanya Ackermann is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2017, following three years at Fidelity Investments. 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’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

James Nikcevich is a financial advisor with Vanguard Advisers, holding Series 63, Series 65, and Series 66 registrations and with 29 years of industry experience. He has worked at Merrill for eight years and has been with Vanguard since 2025. 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 to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform and advisory team model.

Halle Cheatham is a financial advisor at Edward Jones with a Series 66 designation and approximately one year of industry experience. Prior to joining Edward Jones, she worked at DMA Solutions, Inc. and SAFE2SAVE, and has had roles in various organizations including Northwestern Mutual and Kanakuk Kamps. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supporting over four million clients and managing approximately $1.01 trillion in assets.

Aaron Brandes is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has prior experience at Brandes Enterprises and Wm Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Marc Hamlin is a financial advisor with UBS Financial Services in Plano, TX, holding a Series 66 designation and 12 years of industry experience. He has been with UBS since 2014 and concurrently serves in the Texas Air National Guard since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad array of capital markets and fiduciary solutions.

Thomas Herrin is a CERTIFIED FINANCIAL PLANNER™ professional with 25 years of industry experience. He is currently affiliated with LPL Financial and has held roles at firms including Raymond James Financial Services and Merrill. Herrin also has experience managing several private business entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services, utilizing model portfolios, third-party subadvisors, and customized investment strategies across various platforms.

Julianna Davis is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2024. Prior to entering the financial industry, her background includes diverse roles such as self-employment and service positions in the restaurant and education sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.