Gaganpreet Sohi is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan in 2025, Sohi worked at Charles Schwab and its affiliated bank from 2023 to 2025. 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 searches, and customized performance reporting. The firm’s advisory process combines systematic quantitative screening with qualitative research to build model asset allocations, incorporating an ESG eligibility framework when appropriate.

Heather Brown is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2016. Outside of her advisory role, she is involved with Windy Hill Farm, an enterprise she has operated since 2006. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients, structured as a wrap-fee solution rather than institutional plan management.

Seth Downing is a financial advisor at Vanguard Advisers with Series 65 and Series 63 licenses and seven years of industry experience. He has held positions at Fisher Investments, TD Ameritrade Institutional, and several other firms. Outside of his advisory role, he works as a mortgage loan officer with Kylex Mortgages and also has a delivery driver position at Pizza Hut. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that employs proprietary methodologies and Vanguard funds to create personalized portfolios.

Shelley Turner is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, previously spending six years at A. G. Edwards & Sons, Inc. Turner serves as a power of attorney for family members, assisting with financial matters. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and a large network of financial advisors.

Brendan Wagner is a financial advisor with Merrill in Frisco, TX, holding a Series 66 credential and nine years of industry experience. His career includes roles at Bank of America, Merrill Lynch Pierce Fenner & Smith, and Wells Fargo Clearing. He serves as an advisory board member for the Benbrook Community Center YMCA, a nonprofit organization. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Lydia Reynolds is a financial advisor at Edward Jones in Lewisville, TX. She holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked in various roles outside the financial industry, including multiple positions at Restoration Hardware and Great Wolf Lodge. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Bryan Camper is a CFP® professional with 20 years of industry experience, currently affiliated with OSAIC since 2023. He has previously worked at Sagepoint Financial, Inc. and Covenant Capital Advisors, LLP, where he has also been involved in life insurance and long-term care insurance sales. OSAIC Wealth serves a diverse client base including retail investors, high-net-worth households, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and access to multiple custodial and legacy program arrangements.

Stephen Wright is a financial advisor with Edward Jones in McKinney, TX, holding Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at Fisher Investments and Wells Fargo Bank, N.A. Outside of his advisory work, he assists with seasonal holiday light installations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

James Barnett is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and 10 years of industry experience. His career has been entirely within JPMorgan entities, including JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. Since 2016, he has held various roles across these firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program delivers non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a focus on eligible investment strategies.

George Niziol, CFP®, is a financial advisor with Raymond James Financial in Lewisville, TX, bringing 24 years of industry experience. He has been associated with Raymond James Financial Services since 2007 and operates a supporting investment advisory firm. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides non-discretionary planning tailored to client goals and incorporates analytical tools such as risk profiling and probability modeling in its advisory approach.

David Heard is a financial advisor with LPL Financial based in McKinney, TX. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. His prior roles include positions at Waddell & Reed, Ameriprise, and various insurance carriers associated with W & R Insurance Agencies. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research functions.

Terrance Campbell is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Campbell is also the founder and principal coach of Pivot Transformation Academy, LLC, a personal development and leadership coaching business where he develops educational content, conducts speaking engagements, and facilitates workshops. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using Vanguard funds and ETFs, with various tax-aware and customization features.

Scott Parker is a financial advisor with Charles Schwab in McKinney, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 2012 and previously worked at Mutual of Omaha for 20 years. Parker is also managing partner of Parker Operating Company, LLC, and directs staff at Parker Management Consultants LLC, both roles related to non-investment business activities. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory and brokerage services through its integrated Schwab Wealth Advisory program. The firm combines non-discretionary client advisory with access to discretionary separately managed accounts and provides multi-asset model portfolios, alternative investment options, and centralized operational services.

Caleb Springer is a Series 66-licensed financial advisor with LPL Financial in Plano, TX, and has one year of industry experience. Prior to his current role, he held positions at Ouachita Baptist University and Inside-Out Solutions. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Ivan Andujar is a financial advisor with J.P. Morgan Securities based in Plano, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Banco Popular de Puerto Rico and GWFS Equities. Outside of his financial career, he serves as a volleyball referee with USA Volleyball. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a broad range of investment capabilities.

Jordan Allbritton is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and beginning his advisory career in 2026. He has prior experience with JPMorgan Chase and is based in Plano, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Melinda Lapert is a financial advisor at Wells Fargo Advisors in Plano, TX, with 40 years of industry experience. She holds a Series 63 designation and has worked at several notable firms, including Morgan Stanley, Citigroup Global Markets, and Merrill. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a network of advisors. The firm offers a broad range of planning services and combines advisory solutions with other financial products and referral channels.

George Prate is a financial advisor at Fidelity with 15 years of industry experience and holds a Series 66 designation. He has worked at Fidelity since 2010, including roles with Fidelity Personal and Workplace Advisors. Outside of his advisory work, he manages Bradley Long Ventures, LLC, a rental property partnership. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of funds and model portfolios.

Jessica Phelps is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2024. In her current role, she leads a team of financial professionals dedicated to helping clients pursue their financial goals through the cocreation and implementation of financial plans. Jessica has extensive experience within Fidelity Investments, having served in various leadership roles including Assistant Branch Leader from 2022 to 2024, Team Leader in Advisory Services from 2021 to 2022, and Team Leader in Investment Solutions from 2020 to 2021. Her career at Fidelity began in 2016 as a Financial Representative and Full Trader, progressing through multiple positions that provided her with broad expertise in investment solutions and relationship management. Details regarding her education, credentials, personal interests, and community involvement have not been provided.

Nathaniel Donnelly is a Senior Financial Advisor at Merrill Lynch Wealth Management and a partner of The JCB Wealth Management Group. In his role, he focuses on business development, client communication, and ongoing wealth analysis to support clients in achieving their financial goals. He advises high-net-worth families, business owners, and executives through customized wealth management, advanced financial strategies, and tax mitigation. Nathaniel began his career with Merrill Lynch Wealth Management in 2016. He holds a bachelor’s degree in economics and finance from Texas Christian University. He is a Personal Investment Advisor (PIA) and has been recognized in the 2023 Forbes "Top Next-Generation Wealth Advisor Best-in-State" list. Beyond his professional work, Nathaniel is an active member of The President’s Leadership Council at John Paul II High School, where he focuses on tuition assistance for underprivileged families in the Dallas-Fort Worth area.