Jennifer Ibarguen is a financial advisor with Ameriprise in Frisco, TX, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she sells used personal items on Facebook Marketplace. Ameriprise is an institutional firm serving clients generally with at least $1 million in investable assets through a retirement-income planning service that provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored advice and offers a broad range of advisory, brokerage, and insurance solutions.

Michael Pak is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Wedbush Securities, Ameriprise, Park Avenue Securities, and Guardian Life Insurance Company. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment options.

Preetinder Chatha is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs a model-driven investment approach and offers access to third-party asset managers and various financial planning services.

Christopher Splawn is a financial advisor with Ameriprise in Plano, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at TIAA and Tiaa-CREF for nine years and serves as a church elder and trustee on the Board of Directors for Believers Chapel in Dallas, where he also teaches as a young adults minister. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored income planning and tax-aware withdrawal strategies for clients approaching or in retirement.

James Nordby is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fisher Investments and Strategic Wealth Designers. Outside of finance, he is involved with Tammy Trylko Interiors LLC, operating under the name The Fandyman. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm operates on a large scale and delivers advisory services primarily through model-driven strategies managed by unaffiliated asset managers.

John Hanson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Prosperity Bank since 2014 and has been affiliated with Raymond James Financial Services Advisors, Inc. since 2016. Hanson is also associated with Prosperity Private Investments as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm offers tailored non-discretionary planning and consulting, employing risk profiling and analytical tools, and supports clients through its advisory programs and partnerships, including municipal and public-finance services.

Shane Hackney is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services. Outside of his advisory role, he is CEO and President of ShaneCo Enterprises, Inc., which operates skill-specific football camps and coaching. Ameriprise provides retirement-income planning services for clients generally holding at least $1 million in investable assets, combining research-driven strategies and algorithmic tools to deliver tailored, tax-efficient income recommendations.

Timothy Mcnally is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2019, with prior roles at Perspecta, OILMAN Magazine, and Impact Fluid Solutions. Outside of his advisory work, Mcnally co-owns Sacred Home and operates an Etsy shop selling cards. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning that includes income source analysis, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver customized, non-discretionary recommendations, emphasizing managed accounts and algorithmic automation.

Eric Matthews is a CFP® with 23 years of experience in the financial services industry. He is currently with Morgan Stanley in Plano, TX, having previously worked at J.P. Morgan Securities and JP Morgan Chase. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Dominick Santangelo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has devoted his career to assisting clients in achieving their financial objectives, including retirement planning, wealth preservation, and tax management strategies. Dominick's professional experience spans advising and leadership roles at Morgan Stanley, Wells Fargo, and Merrill Lynch, providing him with a strong foundation in the banking and financial services industry. His expertise encompasses a broad range of client focus areas such as college education planning, executive compensation, family wealth management strategies, liquidity management, portfolio management services, and retirement income. Dominick utilizes Merrill's extensive planning tools and product offerings to develop tailored financial plans that address clients' unique goals and priorities. Dominick holds an Accredited Certificate Program from Queensborough Community College and the Personal Investment Advisor (PIA) designation. Originally from Brooklyn, New York, he has lived and conducted business both within the United States and internationally. Outside of his professional work, Dominick enjoys activities including basketball, bowling, cooking, football, golfing, music, running, swimming, tennis, and spending time with his wife Traci and their three children, Dominique, Michael, and Claire.

Scott Kimpson is a Series 66-licensed financial advisor with J.P. Morgan Securities in Plano, TX, bringing 25 years of industry experience. His career includes roles at 1st Global Advisors Inc., Avantax Investment Services, and Chase Bank, among others. He is currently engaged with NIL Professional Services & Consulting alongside his position at J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates quantitative and qualitative research supported by a centralized manager solutions team.

Tayshaun Smith is a Series 66-licensed advisor with J.P. Morgan Securities in Plano, TX, where he has worked since 2024. He has two years of industry experience, including prior roles at JPMorgan Chase Bank, DoorDash, and various other organizations. 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. Their advisory process is supported by centralized due diligence combining quantitative and qualitative research, and the program offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Mark Heck is a financial advisor at LPL Financial in Frisco, TX, holding a Series 66 designation with 24 years of industry experience. His career includes prior roles at SCF Investment Advisors, Advisor Resource Council, and Valic Financial Advisors. Outside of advisory work, he is involved with Dallas Financial Wholesalers, focusing on non-variable insurance. 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 including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad network of over 22,800 advisors.

Esteban Romero is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has been with Vanguard and its affiliates since 2022 and previously worked at TIAA from 2016 to 2022. 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 investment approach and manages a large client base through a combination of digital platforms and advisor teams.

Robert Cruz is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2020, serving previously as a Financial Consultant and Workplace Planning Consultant. He brings over 32 years of experience in the financial industry, having held various positions including Executive Vice President and Managing Director at Financial Fitness for Life from 2018 to 2020, Director and Retirement Consultant at Allianz Global Investors from 2014 to 2018, Vice President and Defined Contribution Consultant at BlackRock from 2010 to 2014, and Institutional Advisor at AllianceBernstein from 1999 to 2010. His career also includes roles as a Retirement Plan Wholesaler at John Hancock Investments, Financial Institution Wholesaler at Invesco, and Sales Service Representative at USAA. Robert holds an Arkansas Insurance License. He applies a disciplined and personal approach to his work, influenced by his time as a collegiate wrestler and his roles as a husband and father.

Arica Savannah is a CFP®-certified financial advisor with 24 years of industry experience. She has worked at Raymond James & Associates since 2024 and previously spent 12 years with JP Morgan Chase Bank N.A. and J.P. Morgan Securities. 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 clients, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Greg Hornok is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he serves as the president in name only of the Plano Senior High School Golf Booster Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and utilizing a combination of in-house and third-party investment managers.

Stephanie Kunego is a financial advisor with Ameriprise in McKinney, TX, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Ameriprise, she worked at Teaching Strategies and spent eight years at Istation (Amira Learning). Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides tailored, ongoing advice based on proprietary research and collaborative planning with clients’ advisors.

Alan Dull is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 1993, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, with a focus on multi-manager and fund-of-funds structures.

Ricky Shamblin is a financial advisor with Merrill in McKinney, TX, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Merrill since 1993 and has also been affiliated with Bank of America, N.A. since 2009. Shamblin holds a power of attorney role with an entity named J D. S located in Richardson, 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies developed by internal and third-party managers.