Victor Green is a financial advisor with Ameriprise holding a Series 66 designation and three years of industry experience. His work history includes multiple roles at Ameriprise and prior self-employment, as well as more than a decade as owner of USA Exterior LLC. Outside of financial advising, he is co-owner of Universal Athletic Testing LLC, a technology business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm employs a centralized team to produce written recommendation reports that integrate investment research and algorithmic tools, with a selective enrollment process based on asset levels.

Courtney Benavides is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2018, with prior experience at JP Morgan Chase Bank and JP Morgan Securities LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and offers a range of investment and planning solutions.

Brandon Moore is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Next Financial Group and Invest Financial Corporation. Outside of his advisory work, he is also active as an author and as an artist and musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a broad investment platform that includes model portfolios, third-party asset management, and institutional programs.

Trung Nguyen is a financial advisor with Ameriprise in Anna, TX, holding a Series 66 designation and seven years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank for over a decade. Outside of his advisory role, Nguyen is involved in marketing and branding through ownership of T H Nguyenterprise LLC and co-owns a local photobooth business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering detailed, research-based recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Nicholas Bartunek is a financial advisor at Merrill with three years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Merrill, he worked at J.P. Morgan Securities, Nationwide Investment Services Corporation, and JPMorgan Chase. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Marasco is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Antonio Loeza is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bank of America, N.A., Citibank, and Kiero Corp. He has been with Merrill and Bank of America since 2018. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Artzberger is a CFA® charterholder and holds the Series 66 designation with eight years of experience in the financial industry. He has worked at firms including Fisher Investments, Outlook Wealth Advisors, Edward Jones, and Ameriprise. Since 2026, he has been associated with LPL Enterprise in Plano, TX. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust and insurance services.

Mary Davis is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 credentials and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2005. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Guillermo Amaya is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His career includes roles at J.P. Morgan Securities since 2022 and a position at Aflac in 2020, as well as experience at the University of Central Florida. 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 within a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research with ESG considerations and offers extensive derivatives and commodities capabilities.

Julie Julaine Cichy is a financial advisor at Merrill with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 and at Bank of America, N.A. since 2011. Outside of her advisory role, she serves as a volunteer co-chair for the Women's Auxiliary to Children's Medical Center’s annual fundraising campaign in Plano, Texas. 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, pension plans, and charitable organizations.

Madison Opitz is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. Prior to joining Charles Schwab, they held positions at Trane Technologies and The Grove Kitchen & Gardens. Madison is based in Plano, TX. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers a broad range of integrated custody, brokerage, and advisory services.

Sherrell Henry is a Series 66 licensed advisor with eight years of industry experience, currently working at J.P. Morgan Securities in Plano, TX. Prior to rejoining J.P. Morgan Securities in 2022, Henry held roles at Fidelity and Capital One Bank, as well as a brief tenure at Amazon. Henry is also involved with Adore Authenticity LLC since 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates ESG frameworks, with a focus on eligible strategies and broader derivatives and commodities capabilities.

Craig Moen is a financial advisor at Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation with 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2006 to 2008. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kelsey Gaona is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has been with Bank of America, N.A. and Merrill since 2019. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Clayton Rivera is a financial advisor at Vanguard Advisers with two years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Bank of America, and currently at multiple Vanguard entities since 2026. Outside of his advisory role, he is a managing member of The Developer's Oath LLC, an app development company focused on creating a card game. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven investment approach and manages a large client base with a high client-per-advisor ratio supported by digital platforms and team servicing.

Megan Johnson is a financial advisor with Cambridge Investment Research Advisors in Denton, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Her work history includes roles at Principal Wealth Group, Athlon Advisors, and Stocker Woods Financial. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management across multiple platforms and custodians.

Tracy Jones is a financial advisor with Fidelity, holding Series 66 and Series 63 designations and bringing 25 years of industry experience. Jones has worked with various Fidelity entities since 2001, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Nichole Smith serves as a Branch Leader at Fidelity Investments, a role she has held since 2023. In this capacity, she leads a team of financial professionals dedicated to delivering a comprehensive client experience. Prior to this position, Nichole held several roles within Fidelity Investments, including Planning Consultant from 2021 to 2023, Senior Relationship Manager from 2019 to 2021, and Relationship Manager from 2017 to 2019. Throughout her career at Fidelity, Nichole has concentrated on fostering strong client relationships with a focus on holistic financial planning. She brings extensive experience in financial advisory and client management, supporting clients in achieving their financial goals. Outside of her professional responsibilities, Nichole enjoys attending comedy events and concerts.

Tia Safford is Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, she supports ultra-high net worth families in co-creating comprehensive financial plans that address complex needs including tax-efficient investing and estate planning considerations. She is a Certified Financial Planner (TM) and focuses on ensuring that every detail of financial and multi-generational wealth plans is cultivated and considered holistically. Tia has been with Fidelity Investments since 2005, progressing through roles including Financial Representative, Investments Consultant, Financial Consultant, and Vice President, Financial Consultant before assuming her current position in 2023. She holds an Arkansas Insurance License.