Mary Pepkin is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate firms since 2014. Outside of her advisory role, she owns and manages AMEAP LLC, a business related to her Ameriprise activities. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax analysis to deliver written, non-discretionary recommendation reports, with a focus on clients holding assets in Ameriprise-managed accounts.

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.

Timur Mezhlumov is a CFP® with 26 years of industry experience. He currently works at Cetera and has held roles at several firms including Avantax and Andre Wealth Management. In addition to his advisory work, he provides tax consulting and IRS representation through his own accounting and consulting businesses and is a partner in a tax services firm. Cetera Investment Advisers LLC serves a broad client base ranging from individuals to institutional accounts, offering a multi-manager platform with various portfolio management strategies and financial planning services through a large nationwide network of independent advisors.

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.

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.

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 CERTIFIED FINANCIAL PLANNER™ professional affiliated with Charles Schwab in Plano, TX, with six years of industry experience. His career includes roles at Horace Mann Investors and Mutual of Omaha, along with a brief period in the fitness industry at 9Round Fitness. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized client services.

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.