Emory Jackson is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Saxony Capital Management and Thomson Reuters. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research with forward-looking market assumptions to build model asset allocations and includes broader derivatives and commodities capabilities.

Lee Thomson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2007. Thomson is also the owner and general manager of LTJT, LLC, which he established for personal legal estate planning 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Smith is a CFP®-designated financial advisor with Edward Jones in Denton, TX, bringing 42 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. His other business activities include receiving royalties from Marathon Oil and XTO in Haynesville, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment options, supported by a nationwide network of more than 23,000 financial advisors.

Miguel Herrera is a CFP® professional with seven years of industry experience, currently affiliated with Charles Schwab in Plano, TX. His background includes roles at Horace Mann Investors and Horace Mann Companies, along with experience outside finance at 9Round Fitness. 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 separately managed accounts and a centralized operational structure.

Mariam Khan Le Doux is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 66 designation and has worked previously at XL Pro and HD Vest Investment Services Inc. She is based in Plano, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and may incorporate ESG criteria in its recommendations.

Glenn Sneed IV is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently affiliated with Morgan Stanley and has prior experience at JPMorgan Case Bank, N.A. and JPMorgan Securities, LLC. Outside of his advisory work, he owns and operates Unikr0n 58 LLC, a social media influencer and media production business focused on automotive and transportation content. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market outlook models as part of its advisory services.

Andrew Licon is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings extensive experience in wealth advisory services, having spent 15 years with a local regional bank focusing on brokerage and trust departments before joining Merrill Lynch in 2022. Andrew leads a team providing specialized guidance in investment management, estate and trust planning, charitable giving strategies, risk management, private banking services, and lending through Bank of America, N.A. He holds multiple professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Andrew earned a bachelor's degree from Our Lady of the Lake University and completed an accredited certificate program at Southern Methodist University. He is an active member of the Financial Planning Association and the Exit Planning Institute. Originally from the D/FW Metroplex, Andrew resides in Coppell with his wife, two sons, and their dogs. He is involved in his community as a parishioner at St. Monica Catholic Church, a member of the St. Monica Dad's Club, a Board of Trustee for Medical City Las Colinas, and a former Board member and chairman of the Irving Schools Foundation.

Laura Fryhover is a financial advisor at Stifel with 17 years of industry experience and holds the Series 66 designation. She worked at Morgan Stanley for seven years before joining Stifel Nicolaus & Co. Inc. in 2021. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Shevin Cirucci is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. He is also involved in coaching a youth baseball team for Impact Baseball. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized performance reporting.

Lawrence Nicholson III is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James & Associates and Allstate Insurance Company. Nicholson is also the owner of Nicholson Financial LLC dba CenterPeace Financial Group, a financial services business based in Plano, TX. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering various portfolio management and advisory services through a nationwide network of independent advisors.

Todd Wnuk is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 66 and Series 63 licenses and 19 years of industry experience. His career includes roles at Sendero Wealth Management, Broadway National Bank, USAA Wealth Management, TIAA-CREF, Charles Schwab, and the University of Southern California. He is also employed by The Vanguard Group. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and retirement plan participants. The firm’s approach is goal-based and algorithm-driven, using proprietary models to create personalized, tax-aware portfolios primarily composed of Vanguard funds and ETFs.

Mark Renzi is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 23 years of experience to his role. His career includes positions at Fidelity, New York Life Insurance Company, and The Prudential Insurance Company of America before joining Vanguard in 2022. Vanguard Advisers delivers investment advice through both automated and human-supported services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach that utilizes proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Shahmir Natha is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Charles Schwab and JPMorgan Chase Bank, N.A. Outside of finance, he has worked as a food delivery contractor. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager selection, and customized performance reporting for plan sponsors and other institutional clients, supported by centralized due diligence and incorporating ESG considerations.

Owen Nickle is a financial advisor at Vanguard Advisers with Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch, JPMorgan Chase, and Enterprise Holdings. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with personalized asset allocations and portfolios constructed largely from Vanguard funds and ETFs.

Jamie Williams is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise, Wells Fargo Clearing, and Capital One Advisors prior to his current roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG criteria within a framework supported by affiliated portfolio service providers.

Walter Hampton is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities, Equity Services Inc, True North Financial Solutions, and National Life Group. Outside of finance, he composes and arranges music through Ellis Hampton Percussion Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trustee services.

Melanie McGinness is currently a Planning Consultant at Fidelity Investments, a position she has held since 2026. In her role, she focuses on providing clients with education and resources to enhance their understanding and management of financial matters. Her professional commitment centers on bringing clarity, confidence, and simplicity to clients' financial lives through effective planning and consultation. This approach reflects her dedicated mission as a financial advisor. Outside of her professional responsibilities, Melanie has interests in art, cooking and baking, movies, music, pilates, and theater.

I am a CERTIFIED FINANCIAL PLANNER® professional with over 11 years of experience at a corporate Registered Investment Adviser Firm. As a top performer, I received equity awards and saw firsthand both the opportunities and complexities they present. To deepen my expertise, I obtained the Certified Equity Professional (CEP) designation, allowing me to better understand the intricacies of stock plan administration and provide informed, strategic guidance to clients. I now specialize in helping stock plan participants navigate their equity compensation, ensuring it aligns with their broader financial goals. Before forming MeasuredMint, LLC, I worked at a Fintech trading firm that is a leader in stock plan administration where I was registered as a Principal (FINRA Series 4, 9, 10 and 24). I earned a BS in Business Administration with a Finance concentration and a MBA with an Ethical Leadership concentration from Marist University (formerly Marist College). Most recently, I graduated from the Securities Industry Institute® (SII), the premier executive development program for securities industry professionals, hosted by SIFMA and Wharton. A native New Yorker, I now live in Dallas, Texas with my wife and two young children. In my spare time, I enjoy cycling, rowing, and visiting National Parks.

Alexander Berrey is a financial advisor at OSAIC with five years of industry experience. He holds the ChFC® designation along with Series 66 and Series 63 licenses. His prior experience includes roles with New York Life Insurance Company, Eagle Strategies, and Eighteen Financial Group. Berrey is also involved in insurance brokering through Three Pillars Wealth LLC, focusing on non-registered insurance products. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, offering a range of advisory and brokerage services through a multi-advisor platform.

Todd Pace is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 65 and Series 63 licenses and 11 years of industry experience. His prior work includes positions at Raymond James Financial, LPL Financial, and Mutual of Omaha Investor Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party investment managers.