Vineeta Gupta is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016, with a brief break in 2018-2019. 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, investment manager searches, and customized performance reporting, supported by centralized due diligence and a robust investment process.

Daniel Kim is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, Merrill, New York Life Insurance Company, and MK Novo Consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, serving a large network of investment adviser representatives.

Lameesha Stuckey is a financial advisor with Vanguard Advisers, holding a Series 66 designation and bringing one year of industry experience. Her prior work includes roles at Hancock Whitney Bank and Government Employees Insurance Company, among others. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and focuses on portfolios constructed mainly from Vanguard funds and ETFs.

Michael Smith is a ChFC® credentialed financial advisor at OSAIC with 33 years of industry experience. He worked at Signator Investors, Inc. for 26 years before joining OSAIC in 2018. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various analytical tools and multiple implementation options.

Dale Schniederjan is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. He has worked at several firms including DATCU Wealth Management, First State Bank, and Mass Mutual / Canopy Capital Strategies. Schniederjan is involved in investment-related activities outside of his advisory role through associations with multiple insurance companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of investment strategies and non-advisory financial products.

Lanie Nevil is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, she worked at JP Morgan Chase and Twill. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Ryan De Paola is a financial advisor with LPL Financial based in Flower Mound, TX, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities, SPC, and Merrill Lynch. 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 portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Susana Rosello is a Senior Financial Advisor with Merrill Lynch Wealth Management Group. She brings extensive experience in the financial services industry to her role, focusing on helping clients achieve their financial goals through a disciplined wealth management process. Her approach involves establishing client objectives, setting appropriate strategies, implementing customized recommendations, and reviewing progress regularly. Susana works with a diverse client base, including individuals, families, small business owners, and corporate executives. She collaborates closely with clients and leverages the resources available through Merrill and Bank of America specialists in areas such as trust and estate planning, insurance, lending, banking, and corporate retirement planning. Her work emphasizes partnering with clients and their other advisors to deliver comprehensive wealth management solutions. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Susana completed her high school education at Bensalem High School.

Drew Kennedy is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments. Outside of his advisory role, he has worked as a contracted delivery driver for Uber Technologies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Paul Fahrenwald is a CFP® professional with 31 years of experience in the financial industry. He has been with Edward Jones since 1994. Outside of his advisory role, he is involved as a manager in a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets. The firm is distinguished by its extensive network of advisors and branches, as well as affiliated investment and lending capabilities.

Nicolas Lattanzio is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds a Series 66 designation and has worked at The Vanguard Group since 2021. Prior to Vanguard, he worked at Edward Jones and was employed by Texas A&M University-Commerce. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach to asset allocation, constructing portfolios primarily with Vanguard funds and ETFs, and managing a large client base through its digital platform and extensive advisor team.

Sonja Rogers is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding the ChFC® and Series 63 designations and bringing 29 years of industry experience. Her career includes prior roles at A.G. Edwards & Sons, Inc. and Cetera Investment Services LLC. She serves as a board member for the University of North Texas Foundation, where she contributes to discussions on endowment fund spending rates, administration, and governance. Wells Fargo Advisors provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, operating nationwide with a range of brokerage and advisory solutions supported by research and analytics.

Thomas Slater is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating customized portfolios tailored to meet the diverse objectives of his clients. His approach involves diligent planning and utilizing the broad range of products offered by Merrill Lynch, combined with the banking convenience and lending solutions available through Bank of America. He focuses on areas such as liquidity management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Thomas holds a Bachelor's Degree from the University of California Los Angeles and holds the Personal Investment Advisor (PIA) professional designation. He emphasizes delivering investment insights and exploring financial possibilities by leveraging support from Merrill’s global network of specialists. Outside of his professional role, Thomas enjoys hiking, reading, running, swimming, and tennis.

Daniel Huynh is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop personalized financial plans aimed at achieving their long-term goals. In his role, he focuses on creating clear financial visions, simplifying the planning process, and guiding clients through meaningful steps aligned with their priorities. Daniel has extensive experience with Fidelity Investments, having held various positions since 2014. His roles have included Investment Consultant, Relationship Manager, Central Relationship Manager, Personal Planning Consultant, Investment Solutions Representative, Quality and Control Specialist, Workplace Planning and Guidance Consultant, and Defined Contribution Representative. This breadth of experience underpins his comprehensive understanding of financial services and client relationship management.

Benjamin Petty is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab since 2019, following prior roles at TD Ameritrade and Scottrade. Outside of his advisory work, he is a member of GBV Ventures LLC, a company involved in capital financing. 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 offers a combination of non-discretionary advisory and discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Gary Williamson is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has 21 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. Outside of his advisory work, he owns a rental duplex property in Bozeman, Montana. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Sally Burnett is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following 14 years at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, supported by research and analytics from Wells Fargo Investment Institute.

Stephen Weathers is a Wealth Management Advisor at Merrill Lynch Wealth Management, providing comprehensive wealth planning services supported by the global resources of Merrill. His approach focuses on creating personalized strategies that align with clients' goals and organize their finances to achieve those objectives. The team emphasizes financial stewardship by managing risk and identifying opportunities, particularly in retirement income planning. Stephen specializes in assisting individuals with retirement planning, college education planning, tax minimization, and retirement income strategies. His work includes integrating various income sources such as 401(k), pensions, stock options, and Social Security to facilitate clients' transition from employment income to investment income. The team is committed to proactive outreach, detailed organization, and exceeding client expectations through thoughtful problem-solving and prioritizing long-term aspirations. Stephen holds professional designations including the Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Tennessee System. Outside of his professional role, Stephen enjoys golfing, reading, and spending time with his family.

Jackson Hudnall is a financial advisor at J.P. Morgan Securities in Flower Mound, TX, holding Series 63 and Series 65 credentials with seven years of industry experience. His prior roles include positions at Charles Schwab and Goldman Sachs. 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 searches, and customized performance reporting through a combination of quantitative and qualitative research.

Jessica Bailey is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Outside of her advisory role, she assists with administrative and social media tasks for a pool services business operated by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supplemented by affiliated mutual funds and tax-efficient services.