David Viger is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Investments, LLC from 2008 to 2011. Based in Dallas, TX, his career has been focused within the Wells Fargo organization. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support diversified investment solutions.

Richard Erling is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. Outside of finance, he is involved in a hobby photography business called Erling Photography. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers derivatives and commodities capabilities not common among similar programs.

Gary Sieburg is a financial advisor at LPL Financial with 41 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2006, he spent 12 years with CUNA Brokerage Services, Inc. He also sells fixed insurance products, including Medicare supplement and fixed life and annuities, through Senior Market Sales and Crump. 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, portfolio management, and institutional platforms, utilizing both proprietary and third-party strategies supported by advisor-facing technology.

Jacob Williams is a Planning Consultant who focuses on understanding each client's financial needs and goals by building strong working relationships. He collaborates with clients to create comprehensive financial plans aimed at achieving financial success. Jacob has professional experience as a Financial Representative at Fidelity Investments from 2023 to 2024. His background supports his role in providing financial planning and consultation. Outside of his professional responsibilities, Jacob's personal interests include family activities, fitness, food, football, and music.

James Watt is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include five years at JP Morgan Securities, LLC before joining Wells Fargo in 2021. 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 employs over 14,000 advisors, offering both brokerage and advisory solutions supported by in-house and third-party research and analytics.

Juliann Chapman is a CFP® professional affiliated with LPL Financial in Plano, TX, with 23 years of industry experience. Her prior roles include positions at FSC Securities Corporation, OSAIC, The Legacy One Group, and Advantage Capital Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Field is a CFP® and holds a Series 66 license, with 15 years of experience in the financial industry. He has been with Edward Jones since 2010. Field is also the manager of an LLC named LeaPai LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Risdon Woodard III is a CFP® and ChFC® with 50 years of experience in financial advising. He joined LPL Financial in 2024 after nearly five decades with Lincoln Financial Advisors Corporation. He is involved in various business activities outside of advising, including ownership roles in several business entities for tax and investment purposes. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Victor Barton is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Thrivent since 2018. Prior to his current role, he spent ten years at St. Mark's School of Texas and five years at The University of Texas at Dallas. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning with a focus on broad financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Stephen Nsien is a financial advisor with J.P. Morgan Securities in Frisco, TX. He holds Series 63 and Series 65 designations and has four years of industry experience. His prior roles include positions at Fisher Investments and Ontellus, as well as a decade-long tenure at Digestive Center Associates. Outside of his advisory work, he operates a notary business focusing on notarizing documents in correctional facilities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Robert Munday is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked as a licensed real estate agent at The Real Estate Ranch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a broad investable universe.

Todd Hooper is a financial advisor with Edward Jones in Rockwall, TX, holding a Series 66 credential and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is the managing member of FIVE3025 LLC, a real estate entity related to his office condominium. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Suhrob Karimov is a financial advisor with Ameriprise in Frisco, TX, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for seven years and at Crest Cadillac, part of Berkshire Hathaway Automotive, for two years. Karimov also provides financial advice through RBFCU. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations focused on income sources, tax efficiency, and withdrawal strategies.

Grant Schroeder is a Financial Consultant at Fidelity Investments. In this role, he focuses on assisting clients and their families with wealth growth, protection, investment decision-making, and financial simplification. Prior to his current position, Grant worked at Fidelity Investments in several capacities, including as an Investment Management Consultant from 2021 to 2023 and as a Director Retirement Planner from 2017 to 2021. These roles have contributed to his experience in financial consulting and retirement planning. Outside of his professional responsibilities, Grant enjoys activities such as biking, cooking and baking, golf, hiking, and reading.

Jeffery Altman is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Ameriprise since 2013, working across affiliated entities within the firm. Outside of his advisory role, he is involved in managing property rental, land ownership and sales, as well as securities investment activities through his business, Altman Inv. LLC. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Rodney Rush is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses. He has less than one year of industry experience and previously worked in various roles including at Kraft Foods and ThredUP. Outside of finance, he has been involved with Ten Talents Investments since 2018. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors along with corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-based investment strategies.

Matthew Bednarz is a financial advisor at Osaic Wealth with 24 years of industry experience. He holds Series 63 and Series 65 certifications. Prior to joining Osaic in 2024, he worked at Woodbury Financial for 18 years and has been associated with Legacy Wealth Management since 2002. Outside of his advisory role, he serves as a director and senior partner in Legacy Investment Services, where he is involved in marketing, education, and coaching, and also holds a directorship in Legacy Advisor Network, supporting independent financial advisors through consulting and educational services. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm employs a multi-advisor platform offering brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Justin Fruhwirth is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including LPL Financial, TIAA-CREF, TD Ameritrade, and Scottrade. In addition to his advisory role, he serves as a portfolio manager in the trust department of American National Bank of Texas, where he creates investment models and proposals for the trust investment committee. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jayson Bales is a financial advisor at Robert W. Baird & Co. based in Dallas, TX, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Baird since 2012, with prior experience at Spectrum Strategies, L.L.C. and Mass Mutual Investors Services. Outside of his advisory work, he is a musician and performs as a singer and guitarist in a band on a hobby basis. He is part of The DDK Group within Baird's Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies, tax management, and internal research tools.

Mary Marx is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She has worked previously at Bank of America, Merrill Lynch, and Northwestern Mutual. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved planning tools.