John Elisafidis is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. Prior to that, he spent seven years at Chase Investment Services Corp. Outside of his advisory role, he was involved with Kookla Ventures, LLC, and Tango Empanadas & Bakery from 2016 to 2023. 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 searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and leveraging broader derivatives and commodities capabilities not commonly found in similar institutional programs.

Muralidharan George is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their personal priorities and financial goals. His approach involves developing tailored strategies that address a variety of needs, such as retirement planning, funding education, and managing unexpected expenses. He emphasizes simplicity and transparency in wealth planning, aiming to make the process accessible and aligned with each client's unique circumstances. Mr. George holds a Personal Investment Advisor (PIA) designation and has earned a Master's Degree, an MBA, both from Wayne State University, as well as a Bachelor's Degree from Bharathiar University. Proficient in multiple languages including English, Hindi, Tamil, Telugu, Kannada, and Malayalam, he is positioned to serve a diverse client base. He is affiliated with Merrill Lynch Wealth Management as his primary professional organization.

Maya Bensen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at Northwestern Mutual and Hofstra University. 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 broader derivatives and commodities capabilities uncommon among institutional advisors.

David Shill is a CFP®-certified financial advisor with 27 years of industry experience. He is currently affiliated with Cetera Wealth Services, LLC and Cetera as of 2025 and is the owner of Katapult Wealth Partners, LLC, a wealth management business he has managed since 2021. His prior experience includes roles at Avantax and 1 St Global Advisors. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Ardarius Singleton is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Brokerage Services and Vanguard-affiliated firms. His background also includes roles in education and nonprofit organizations. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models, with portfolios constructed mainly from Vanguard funds and ETFs.

Joel Barron is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Investments, and Chase Investment Services. Barron is also involved with Oriented Wealth Management LLC, an affiliated business related to his LPL practice. 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 advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Jonathan Mc Cain is a financial advisor at Merrill with three years of industry experience and holds a Series 66 designation. His prior roles include positions at Bank of America, Ameriprise Financial Services, Sagility, LLC, Blue Star Innovation Partners, and Southern Methodist University. 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.

Roger Behymer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Edward Jones from 2010 to 2011. His outside business activities include operating an investment-related DBA for his LPL business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Anthony Rice is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and totaling 30 years of industry experience. His prior roles include positions at B. Riley Wealth Management, National Securities Corp, WFG Investments Inc, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is based in Richardson, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options, including access to model portfolios, third-party asset managers, and institutional platforms.

Audrey Caldwell is a financial advisor at Equitable Advisors in Dallas, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining Equitable Advisors, her background includes diverse roles outside finance, such as work at J. Crew Factory, Marshalls, and Kung Fu Tea, as well as involvement with Ridgetop Church. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Jason Palmer is a financial advisor with Ameriprise, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he is the founder and managing partner of Genesis 1:1, LLC, a financial planning firm, and serves on the Investment and Finance Lab Advisory Board. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Matthew Holmes is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at UBS Financial Services Inc. from 2011 to 2019. Outside of his advisory role, he owns two investment-related businesses, Arlberg Motor Cars LLC and Arlberg Holdings LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Laurie Mullins is a financial advisor at Merrill with 41 years of industry experience. She has held her current position at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000. She holds the Series 63 and Series 66 designations. 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.

Michael Morrison is a financial advisor at Cetera with 32 years of industry experience. He holds a Series 63 designation and has worked previously at firms including Summit Financial Group Inc and VSR Financial Services, Inc. He also sells fixed insurance products such as life and annuities. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, as well as institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and affiliations supporting a large-scale platform.

Shaun Scott is a financial advisor with Ameriprise in Plano, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at UBS Financial Services and LPL Financial before joining Ameriprise in 2017. In addition to his advisory role, he owns and manages SWS Ensemble Solutions Consulting, a business unrelated to investment services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides customized retirement-income planning and tax-aware withdrawal strategies.

Ruben Gonzalez is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 designations and one year of industry experience. He has been affiliated with Wells Fargo Bank, N.A. since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party sources.

George Scarborough is a CFP® with 20 years of experience in the financial industry. He has been with LPL Financial since 2011 and previously worked at Securities America Advisors, Inc. from 2006 to 2011. Outside of his advisory role, he operates Ricker Retirement Specialists, focusing on non-variable insurance products such as annuities, life, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, providing a range of financial planning, portfolio management, and institutional platforms.

Evan Hays is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Guardian Life Insurance, Park Avenue Securities, and LPL Financial. He is a partner at Gilhang & Hays Financial Management Group LLC and also serves as a property and casualty insurance agent through his own LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Obioma Iwueke is a financial advisor at Edward Jones with credentials including the Series 66 designation and four years of industry experience. Prior to joining Edward Jones, Obioma worked at Willis Towers Watson and Moneybarn Ltd, and spent nine years at Zenith Bank Plc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Amanda Smith is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has worked with Primerica Advisors since 2019 and has been with Primerica Financial Services since 2005. In addition to her advisory role, she receives non-investment related compensation for referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services using model-driven strategies supported by third-party asset managers and custodians.