Douglas King is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. He has been associated with Cambridge Investment Research Advisors since 2013 and also works with Stocker Woods Financial and the University of North Texas. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals.

Gabriela De Lima Drumond is a financial advisor with Vanguard Advisers, holding a Series 66 designation and based in Plano, TX. She has been with Vanguard and related entities since 2026, following prior experience at Willis Johnson Wealth, Skyward Financial, and Edward Jones, among others. 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 that utilizes proprietary models to set personalized asset allocations, primarily using Vanguard funds and ETFs, combined with a digital delivery platform serving a large client base through a team servicing model.

Nirvana Fahmy is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2015. She has been with Fidelity Investments since 2007 in various roles including Financial Consultant, Investments Representative, and Financial Representative. Prior to her tenure at Fidelity, Fahmy worked as a Financial Advisor at Morgan Stanley from 2005 to 2007. With over 21 years of experience, Fahmy partners with clients and their families to create customized and flexible financial plans that address their unique situations. Her practice is built on the values of trust, integrity, and prioritizing clients' needs. She holds insurance licenses in Arkansas and California. Outside of her professional career, Fahmy's personal interests include art, food, social events with friends, museums, traveling, and yoga.

Jane Weekley is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked with Aspect Wealth Management since 2003 and has been with Cetera and its related entities since 2013. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, 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 that includes both affiliated and third-party managers, with assets under management exceeding $256 billion.

Harrison Williams is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Morgan Stanley and the University of Arkansas. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary methodologies and primarily Vanguard funds and ETFs.

Matthew Wolfe is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2024. Matthew's professional background includes experience as an Associate Wealth Advisor with D.R. Saur Financial and Beacon Pointe Advisors from 2016 to 2021, as well as roles in commercial property insurance and banking. Matthew's expertise encompasses areas such as charitable giving and legacy considerations, tax-efficient investing, retirement planning, investment evaluation, risk management, and protection of income and assets. He holds insurance licenses in Arkansas and California. Outside of his professional work, Matthew engages in family activities, fitness, and the arts, including music and theater. He also participates in volunteering activities.

Timothy Pietrykowski is a financial advisor with Primerica Advisors in Plano, TX, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. He has also served as a board member of Lapeer Assembly of God from 2011 to 2014. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, employing model-delivery investment strategies managed by unaffiliated asset managers and supported by custodial and trade execution services.

Gary Briggs is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Joshua Palmer is a CFP® professional with 22 years of experience in the financial services industry. He currently works with LPL Financial and has previously held positions at Raymond James Financial Services, J.P. Morgan Securities, and other firms. He is also a licensed notary. 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 offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.

Humberto Vargas is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 designations and two years of industry experience. He previously worked at Fisher Investments, Rio Bank, and Equitable Advisors, among other firms. Outside of his advisory roles, he has experience in entrepreneurial ventures including KicksBiscuit and Euphoric Growth LLC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Mark Larimore is a financial advisor with LPL Financial in Plano, TX, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has been with LPL Financial since 2005. Larimore serves as a board member of the PTOP Property Owners Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Michael Ure is a financial advisor at Thrivent Investment Management with three years of industry experience. He previously worked at The Beck Group and Bomel Construction. Outside of his advisory role, he is involved in managing a rental property. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations across a broad range of planning topics, without portfolio management or implementation services.

Daniel Maldonado is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019 and previously worked at Austin College. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, with a focus on model asset allocations and an ESG eligibility framework.

Alejandra Virik is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. She previously worked at Goldman Sachs Personal Financial Management for seven years. 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 offers model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, utilizing both internal and third-party portfolio management teams.

Jaynish Gandhi is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Bank of America and Merrill since 2015. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Ibarguen is a financial advisor with Ameriprise in Frisco, TX, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she sells used personal items on Facebook Marketplace. Ameriprise is an institutional firm serving clients generally with at least $1 million in investable assets through a retirement-income planning service that provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored advice and offers a broad range of advisory, brokerage, and insurance solutions.

Preetinder Chatha is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs a model-driven investment approach and offers access to third-party asset managers and various financial planning services.

Christopher Splawn is a financial advisor with Ameriprise in Plano, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at TIAA and Tiaa-CREF for nine years and serves as a church elder and trustee on the Board of Directors for Believers Chapel in Dallas, where he also teaches as a young adults minister. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored income planning and tax-aware withdrawal strategies for clients approaching or in retirement.

Shane Hackney is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services. Outside of his advisory role, he is CEO and President of ShaneCo Enterprises, Inc., which operates skill-specific football camps and coaching. Ameriprise provides retirement-income planning services for clients generally holding at least $1 million in investable assets, combining research-driven strategies and algorithmic tools to deliver tailored, tax-efficient income recommendations.

Timothy Mcnally is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2019, with prior roles at Perspecta, OILMAN Magazine, and Impact Fluid Solutions. Outside of his advisory work, Mcnally co-owns Sacred Home and operates an Etsy shop selling cards. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning that includes income source analysis, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver customized, non-discretionary recommendations, emphasizing managed accounts and algorithmic automation.