James Nicol is a financial advisor at Fidelity with 26 years of industry experience. He holds a Series 66 designation and has worked with various Fidelity entities since 2001. His career includes roles at Strategic Advisors Inc, where he has been active since 2000. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Thompson Smith is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Epimed, Inc. and Multview, Inc., as well as having academic experience at Texas A&M University. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Samer Deir is a financial advisor at J.P. Morgan Securities with eight years of industry experience and holds a Series 66 designation. He has worked at various J.P. Morgan entities since 2018 and previously at Ameriprise Financial Services and ZeroChaos. Outside of his advisory role, Samer also works as an interpreter for LanguageLine Solutions. 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’s advisory approach combines quantitative and qualitative research and includes capabilities in derivatives and commodities through related entities.

Brad Dutton is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and 19 years of industry experience. He has been with J.P. Morgan Securities since 2010 and has worked at JPMorgan Chase Bank, N.A. since 2007. Prior to that, he spent a year at Ameriprise in 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jennifer Gingrich is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as corporate clients and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of advisors and branch offices nationwide.

Mitch Malaby is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been part of Fidelity Investments since 2013, serving in various roles including Financial Consultant, Investment Consultant, Fixed Income Specialist, and Investment Solution. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2012 to 2013. Throughout his career, Mitch has focused on providing financial guidance centered on the needs and goals of his clients and their families. His professional approach emphasizes integrity and personalized service to help clients work toward their financial objectives. Outside of his professional life, Mitch enjoys activities such as biking, boating, spending time with family, enjoying the lake, watching movies, and snowboarding.

Robert Riley Jr. is a financial advisor at Wells Fargo Advisors in Frisco, TX, with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial LLC, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of advising, he is involved in livestock farming. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including niche services such as business-owner transition and special-needs planning, utilizing proprietary research and tools to develop tailored recommendations.

Connie McLaughlin is a CFP® professional with 47 years of industry experience, currently serving as an advisor at LPL Financial since 1995. She also acts as a trustee for a family trust, a role she has held since 1989. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, utilizing various model portfolios and third-party subadvisors.

Brian Mclaughlin is a financial advisor with LPL Financial in Denton, TX, holding the Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is involved with McLaughlin Financial Group, a business related to his LPL activities. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Sean Kremin is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2015, holding various roles including Financial Consultant and Investment Solutions. Prior to joining Fidelity, Sean worked at Nylife Securities, Ameriprise Financial, and David Lerner Associates, gaining extensive experience in financial advising and investment management. Sean holds insurance licenses in Arkansas and California. He employs a personalized approach with clients, dedicating time to understand their individual and family needs in order to develop tailored financial plans. Outside of his professional work, Sean enjoys art, boating, fishing, golf, outdoor adventures, and skiing.

Christopher Aitken is a financial advisor with Morgan Stanley in Plano, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Ryan Rayburn is a CFP®-designated financial advisor with 23 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Lincoln Financial Advisors Corporation, Equitable Advisors, and Merrill. Rayburn is involved with Strategic Wealth Partners PLLC, where he has responsibilities related to non-variable insurance. 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 financial planning and investment management services through a large network of advisors and employs various strategic and tactical allocation options supported by institutional platforms and research tools.

Grayson Rogers is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise. His background also includes roles outside finance at Silver Dollar City and North Texas Soccer. Raymond James & Associates serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network and a variety of portfolio management styles.

Jose Valencia is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and 16 years of experience at Merrill. He has seven years of industry experience overall. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Young is a financial advisor with J.P. Morgan Securities based in Plano, TX. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2025. Prior to his current role, his work history includes positions at JPMorgan Chase Bank, N.A. and experience outside the financial industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with an advisory process supported by centralized due diligence combining quantitative and qualitative research.

Adam Burton is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients manage family wealth, liquidity, retirement planning, and managing new wealth, with experience in the sports and entertainment sector as well as retirement income strategies. Adam holds a Bachelor's Degree from the Manhattan School of Music and holds the Personal Investment Advisor (PIA) designation. His approach centers on understanding what matters most to clients and creating personalized strategies to pursue their financial goals. Originally from New York and raised in New Jersey, Adam currently resides in Dallas with his wife and son. He is involved with The Phil Ramone Orchestra for Children and enjoys various personal interests including basketball, biking, billiards, chess, music, photography, reading, swimming, traveling, and coaching his son's sports teams.

Hannah Daily is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Merrill, she worked at Fidelity Investments and has experience in antiques trading through her side business, Daily Finds, where she buys and sells antiques on weekends. 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 a range of clients including individuals, high-net-worth clients, and pension plans.

John Neri is a CFP® professional with 12 years of industry experience. He is currently with LPL Financial and previously spent a decade at Cambridge Investment Research Advisors, Inc. He also owns The Finity Group LLC, an independent insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced research and operational tools.

Randall Pope is a financial advisor with Edward Jones in Flower Mound, TX, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Matthew Roth is a financial advisor at Morgan Stanley in Plano, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Raymond James & Associates and Marcus & Millichap. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.