James Larkin is a financial advisor at Ameriprise with 30 years of industry experience and holds a Series 63 designation. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a member of two local bands, Random Walk and Acoustic Asylum. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies for clients approaching or in retirement.

Victor Green is a Series 66-licensed financial advisor with Ameriprise, based in The Colony, TX, and has two years of industry experience. Prior to his current role, he was self-employed and spent over a decade as a co-owner of USA Exterior LLC. He is also a co-owner of Universal Athletic Testing LLC, a technology business. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Courtney Benavides is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2018, with prior experience at JP Morgan Chase Bank and JP Morgan Securities LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and offers a range of investment and planning solutions.

Trung Nguyen is a financial advisor with Ameriprise in Anna, TX, holding a Series 66 designation and seven years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank for over a decade. Outside of his advisory role, Nguyen is involved in marketing and branding through ownership of T H Nguyenterprise LLC and co-owns a local photobooth business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering detailed, research-based recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Marasco is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Antonio Loeza is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bank of America, N.A., Citibank, and Kiero Corp. He has been with Merrill and Bank of America since 2018. 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.

Jessica Willman is a Series 66-licensed financial advisor with Charles Schwab & Co., Inc. in McKinney, Texas, where she has worked since 2018. She has eight years of industry experience, including roles at Texas Tech University and Primewest Mortgage. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a hybrid model combining non-discretionary advisory relationships with access to discretionary separately managed accounts and conducts centralized supervisory, custody, and order-routing functions.

Jun Tang is a CFP® professional with 17 years of experience in financial advisory roles. He is currently with LPL Financial and has held previous positions at Cetera, Cathay Bank, Capital One Advisors, and USAA Financial Services. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of advisers. The firm offers diverse advisory programs, financial planning, and retirement consulting, combining discretionary and non-discretionary management with research and technology-driven solutions.

William Artzberger is a CFA® charterholder with eight years of experience in the financial services industry. He is currently an advisor at LPL Enterprise LLC and has previously worked at Fisher Investments, Outlook Wealth Advisors, LLC, and Edward Jones. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management arrangements, and a range of brokerage and insurance products within an integrated platform.

Mary Davis is a financial advisor with Raymond James & Associates in Frisco, TX, holding Series 65 and Series 63 licenses with 25 years of industry experience. She has been with Raymond James & Associates since 2005. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Guillermo Amaya is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include a position at Aflac in 2020 and employment at the University of Central Florida from 2017 to 2022. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence. The firm incorporates an ESG eligibility framework and offers its services on a non-discretionary basis, with clients retaining final decision authority.

Julie Julaine Cichy is a financial advisor at Merrill with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 and at Bank of America, N.A. since 2011. Outside of her advisory role, she serves as a volunteer co-chair for the Women's Auxiliary to Children's Medical Center’s annual fundraising campaign in Plano, Texas. 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 individuals, high-net-worth clients, pension plans, and charitable organizations.

Madison Opitz is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. Prior to joining Charles Schwab, they held positions at Trane Technologies and The Grove Kitchen & Gardens. Madison is based in Plano, TX. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers a broad range of integrated custody, brokerage, and advisory services.

Robert Franze is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked at Clipper Magazine and had a brief period of unemployment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large network of advisors and branch offices and offers additional services such as tax-efficient investing and proxy voting under a fiduciary standard.

Charles Tran is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Company from 2007 to 2017 before joining Thrivent in 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm supports combining planning with managed-account programs via a consolidated billing option called WealthPlan, while keeping these services separate.

Sherrell Henry is a financial advisor at J.P. Morgan Securities with seven years of industry experience and holds the Series 66 designation. Prior to joining J.P. Morgan, Henry worked at Fidelity Investments and Capital One Bank. Outside of his advisory role, he is involved with Adore Authenticity LLC. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Craig Moen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is an owner of a rental property in Celina, Texas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kelsey Gaona is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has been with Bank of America, N.A. and Merrill since 2019. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Clayton Rivera is a Series 66 credentialed financial advisor at Vanguard Advisers with one year of industry experience. Prior to joining Vanguard, he held positions at Bank of America and Merrill Lynch. Outside of his advisory role, Clayton is a managing member of The Developer's Oath LLC, an app development company focused on creating a card game. 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 incorporates proprietary models and primarily Vanguard funds and ETFs. The firm serves a large client base through a combination of digital platforms and advisory teams.

Randy Siebert is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across multiple Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including model portfolio construction through proprietary research, quantitative analysis, and algorithmic methodologies. The firm also serves registered investment companies and provides oversight of sub-advisers as part of its comprehensive investment process.