Soheb Masani is a financial advisor with J.P. Morgan Securities in McKinney, Texas, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Jpmorgan Chase Bank, Wells Fargo Bank, Axis Bank Ltd., and entrepreneurial involvement with Silva Bottling Company and Savoy Development LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured, non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, includes ESG considerations, and leverages broader derivatives and commodities capabilities.

Gilbert Zepeda is a financial advisor at OSAIC with 41 years of industry experience. He holds a Series 63 designation and has worked at OSAIC during two periods, totaling over 22 years, with additional experience at Woodbury Financial Services and WFG Advisors. He is a senior partner at Legacy Investment Services, Inc., where he participates in marketing, branding, and educational activities alongside other partners. OSAIC Wealth serves a diverse client base including retail, institutional, high-net-worth, and corporate clients. The firm offers a variety of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and a range of portfolio management strategies.

Carter Arrott is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His work history includes roles at Vanguard Marketing Corporation, The Vanguard Group, and Stewardship Wealth Management, along with teaching positions at Texas Tech University and secondary schools. Outside of finance, he was involved with Crappie Collection from 2017 to 2022. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, emphasizing scale and digital delivery through its broad advisor network.

Leigh Hicks is a financial advisor at LPL Financial with 26 years of industry experience. He has been with LPL Financial since 2009 and holds Series 63 and Series 66 licenses. Hicks also serves as a notary public in Plano, Texas. 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 other institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and various technology tools.

Anderson Brooks is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has been with OSAIC since 2017. Brooks is also the sole member of Pilot Wealth Advisors, LLC, and presents financial education classes on topics such as Social Security. Additionally, he works as an independent contractor assisting clients with trust planning and refers them to attorneys for legal services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by various tools and multiple custodial and program arrangements.

Cameron Haney is a Series 66-registered financial advisor with J.P. Morgan Securities in Plano, TX, bringing four years of industry experience. He has worked at several notable firms, including The Vanguard Group, Wells Fargo Advisors Financial Network, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes a unique regulatory structure supporting broader derivatives and commodities capabilities.

James Larkin is a financial advisor at Ameriprise with 30 years of industry experience and holds a Series 63 designation. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a member of two local bands, Random Walk and Acoustic Asylum. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies for clients approaching or in retirement.

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.

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 Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

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.

Jessica Willman is a Series 66-licensed financial advisor with Charles Schwab & Co., Inc. in McKinney, Texas, where she has worked since 2018. She has eight years of industry experience, including roles at Texas Tech University and Primewest Mortgage. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a hybrid model combining non-discretionary advisory relationships with access to discretionary separately managed accounts and conducts centralized supervisory, custody, and order-routing functions.

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.

Charles Tran is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Company from 2007 to 2017 before joining Thrivent in 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm supports combining planning with managed-account programs via a consolidated billing option called WealthPlan, while keeping these services separate.