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.

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.

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.

Efrain Garcia is a financial advisor at Merrill with Series 63 and Series 65 credentials and one year of industry experience. He has worked at Bank of America, Ameriprise, and The Vanguard Group, among other firms. His background also includes roles in client services and continuing education. 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, and institutional accounts.

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.

Michael Pak is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Wedbush Securities, Ameriprise, Park Avenue Securities, and Guardian Life Insurance Company. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment options.

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.

James Nordby is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fisher Investments and Strategic Wealth Designers. Outside of finance, he is involved with Tammy Trylko Interiors LLC, operating under the name The Fandyman. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm operates on a large scale and delivers advisory services primarily through model-driven strategies managed by unaffiliated asset managers.

John Hanson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Prosperity Bank since 2014 and has been affiliated with Raymond James Financial Services Advisors, Inc. since 2016. Hanson is also associated with Prosperity Private Investments as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm offers tailored non-discretionary planning and consulting, employing risk profiling and analytical tools, and supports clients through its advisory programs and partnerships, including municipal and public-finance services.

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.

Eric Matthews is a CFP® with 23 years of experience in the financial services industry. He is currently with Morgan Stanley in Plano, TX, having previously worked at J.P. Morgan Securities and JP Morgan Chase. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Cassandra Cardwell is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her career includes roles at PFS Investments Inc. and Primerica Financial Services, as well as work with Richardson and Garland Independent School Districts. She is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Dominick Santangelo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has devoted his career to assisting clients in achieving their financial objectives, including retirement planning, wealth preservation, and tax management strategies. Dominick's professional experience spans advising and leadership roles at Morgan Stanley, Wells Fargo, and Merrill Lynch, providing him with a strong foundation in the banking and financial services industry. His expertise encompasses a broad range of client focus areas such as college education planning, executive compensation, family wealth management strategies, liquidity management, portfolio management services, and retirement income. Dominick utilizes Merrill's extensive planning tools and product offerings to develop tailored financial plans that address clients' unique goals and priorities. Dominick holds an Accredited Certificate Program from Queensborough Community College and the Personal Investment Advisor (PIA) designation. Originally from Brooklyn, New York, he has lived and conducted business both within the United States and internationally. Outside of his professional work, Dominick enjoys activities including basketball, bowling, cooking, football, golfing, music, running, swimming, tennis, and spending time with his wife Traci and their three children, Dominique, Michael, and Claire.

Scott Kimpson is a Series 66-licensed financial advisor with J.P. Morgan Securities in Plano, TX, bringing 25 years of industry experience. His career includes roles at 1st Global Advisors Inc., Avantax Investment Services, and Chase Bank, among others. He is currently engaged with NIL Professional Services & Consulting alongside his position at J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates quantitative and qualitative research supported by a centralized manager solutions team.

Tayshaun Smith is a Series 66-licensed advisor with J.P. Morgan Securities in Plano, TX, where he has worked since 2024. He has two years of industry experience, including prior roles at JPMorgan Chase Bank, DoorDash, and various other organizations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process is supported by centralized due diligence combining quantitative and qualitative research, and the program offers broader derivatives and commodities capabilities compared with many institutional advisory programs.