David Bacchetta is a financial advisor at Ameriprise with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his advisory work, he is involved in eBay auctions as an outside business activity. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice.

Christopher Wilson is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative and qualitative research to develop model asset allocations and includes capabilities in derivatives and commodities.

Diyana Nikolov is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, following prior experience with JPMorgan Chase Bank, N.A. since 2003. 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 and incorporates an ESG eligibility framework in its recommendations.

Christopher Huggins is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he focuses on connecting clients to the people, plans, and processes that align with their unique financial ambitions. His work involves assisting clients in pursuing personal goals such as funding education, preparing for retirement and healthcare costs, and developing long-term family financial plans. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His educational background includes attendance at Sierra Nevada College, Solano College, and the University of Mississippi, as well as a High School Diploma from Ben Eielson Sr High. Outside of his professional responsibilities, Christopher's interests include baseball, drawing and sketching, fishing, hiking, hunting, scuba diving, skiing, woodworking, traveling, and spending time with his family.

Kathryne Scott is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and three years of industry experience. She has worked at The Vanguard Group since 2023 and previously held positions at HFS Wealth Management, Texas Tech University, and other organizations. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that utilizes proprietary models and primarily Vanguard funds and ETFs. The firm manages a high volume of client relationships through a combination of digital platforms and professional advisors.

Robert Alberts is a financial advisor with LPL Financial in Denton, TX, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2009, following previous roles at Stocker Woods Financial, Inc. and Mutual Service Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of over 22,800 advisors with various investment platforms and technology tools, overseeing more than $819 billion in discretionary assets.

Deborah Whiting is a financial advisor with UBS Financial Services in Plano, TX, holding a Series 66 designation and 15 years of industry experience. She has been with UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes market-making, underwriting, and proprietary research.

John Trevino is a financial advisor at J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining J.P. Morgan in 2026, he worked at Fisher Investments from 2024 to 2026. 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 and fund searches, and customized performance reporting.

Tobias Hananda is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2013. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Glendell Baker is a financial advisor at OSAIC with 43 years of industry experience. He holds a Series 63 designation and has worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. He serves as a board member of Chaplaincy Ministries, Inc., contributing to its operations and events. OSAIC serves a broad range of retail and institutional clients, offering comprehensive financial planning and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and operates a complex network of affiliated broker-dealer, asset management, insurance, and trust entities.

Monica Smith is a financial advisor at Ameriprise with 45 years of industry experience. She holds a Series 63 designation and has previously worked at Morgan Stanley for 11 years before joining Ameriprise in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice through a written Recommendation Report focused on dependable income sources and tax-aware withdrawal strategies.

Mario Quintana is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously at Gateway One Lending and Finance for five years. Quintana holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Heather Johnson is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Merrill since 2009, following five years at Banc of America Investment Services, Inc. She is also a trustee for several family trusts. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Scott Gottlich is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. Before joining LPL Enterprise in 2026, he worked at Texakoma Financial, Inc. and Cetera. Outside of his advisory roles, he has been involved with WG Restaurant Group LLC (OpenBox Innovations) since 2008 and has served at St. Mark's School of Texas since 2023. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs primarily model-driven investment strategies and offers access to third-party asset managers and various financial planning and consulting services.

Pamela Peck is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds the Series 66 designation and has worked at Merrill prior to joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Hustead is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and two years of industry experience. His career includes roles at Wells Fargo Bank, Caliber Home Loans, and First United Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including insurance-related investment options alongside traditional products.

Emily Lambert is a financial advisor with Primerica Advisors in McKinney, TX, holding Series 63 and Series 65 licenses and having six years of industry experience. Her prior work includes roles at Redfin Home Services and Redfin Corporation. In addition to advisory services, she is involved in sales 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 under a wrap-fee structure. The firm selects and oversees third-party asset managers and offers various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Jerome Ponzio is a financial advisor at Edward Jones in Frisco, TX, with 15 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, mutual funds, and trust services through a large nationwide network of financial advisors and branches.

Sean Jowers Jr. is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. His prior roles include positions at Ameriprise and 7 Seas Capital, LLC. Outside of his advisory work, he holds a 50% ownership stake in 7 Seas Capital, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Kaitlin Dubnansky is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and previously worked at Texas A&M University. Outside of her advisory role, she volunteers with the IRS VITA/TCE program to assist low-income families with tax returns and operates an Etsy store selling apparel for babies and children. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning advice focusing on income sources and tax-aware withdrawal strategies.