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.

Rusty Acheson is a financial advisor with LPL Financial in Allen, TX, holding Series 63 and Series 66 designations and nine years of industry experience. Prior to joining LPL Financial, he worked at Sigma Financial Corporation and Nylife Securities LLC, and served seven years in the US Navy. Outside of his advisory role, he owns several small businesses, including a faith-based digital content brand called Real Kingdom Courage. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 and Series 63 and 66 licenses. Prior to joining OSAIC, he worked at firms including Eagle Strategies, New York Life, and Eighteen Financial Group. He is also involved in insurance brokering, operating under Three Pillars Wealth LLC to sell New York Life products and broker non-registered insurance products. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various managed account programs and alternative investments.

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.

Rodney Porch 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 2018 and was previously affiliated with the University of Missouri from 2015 to 2018. He volunteers with the Growth Mentoring Service at the Enterprise Center of Johnson County, engaging with entrepreneurs in a mentorship capacity. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Mcavoy is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and one year of industry experience. His prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, and self-employment. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored plan participants, employing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm operates at scale with a high client-to-advisor ratio, utilizing digital delivery alongside personalized asset allocation strategies.

Pablo De La Llama V is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His career includes prior roles at Fidelity Brokerage Services LLC and McAdam LLC, in addition to his ongoing tenure with J.P. Morgan since 2017. He also co-owned Skyline Window Coverings from 2017 to 2019. 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 asset allocation advice, manager and fund searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research and may incorporate ESG criteria, supported by broader derivatives and commodities capabilities.

Elizabeth Rogers is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and bringing 24 years of industry experience. Her prior work includes roles at Bank of America, Merrill, Waddell & Reed, Chase Investment Services, and Citigroup Global Markets. Outside of her advisory career, she owns and operates a small farming business where she raises chickens and sells eggs. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates an ESG eligibility framework in its recommendations.

Matthew Callander Jr. is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds the Series 66 designation and has been with Vanguard Advisers since 2018. Prior to this, he worked at Mariner Wealth Advisors and spent four years at William Paterson University. 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 to construct personalized portfolios primarily from Vanguard funds and ETFs, managing a large client base through its digital platform and team servicing model.

Sacha Zurawel is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with RBC Capital Markets since 2011. Outside of his advisory role, Zurawel is a managing member and 50% owner of COMO Interests, LLC, a mattress retail business, and serves as a board member of Men of Nehemiah, a nonprofit drug recovery mission. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs, combining in-house and third-party managers with a variety of portfolio management and financial planning services.