Thomas Young is a Series 66-licensed financial advisor with J.P. Morgan Securities in Plano, TX. He has been with the firm since 2025, previously working at JPMorgan Chase Bank, N.A. Outside of finance, he has experience running a business called Pickleball Kingdom. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting through Wealth Advisors while combining advisory services with affiliated brokerage and investment management capabilities.

Adam Burton is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients manage family wealth, liquidity, retirement planning, and managing new wealth, with experience in the sports and entertainment sector as well as retirement income strategies. Adam holds a Bachelor's Degree from the Manhattan School of Music and holds the Personal Investment Advisor (PIA) designation. His approach centers on understanding what matters most to clients and creating personalized strategies to pursue their financial goals. Originally from New York and raised in New Jersey, Adam currently resides in Dallas with his wife and son. He is involved with The Phil Ramone Orchestra for Children and enjoys various personal interests including basketball, biking, billiards, chess, music, photography, reading, swimming, traveling, and coaching his son's sports teams.

Hannah Daily is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. She previously worked at Fidelity Investments and has experience in antiques trading through a side business called Daily Finds. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Neri is a CFP® with 12 years of experience in the financial services industry. He is currently affiliated with LPL Financial and previously spent over a decade at Cambridge Investment Research Advisors, Inc. He is also the owner of The Finity Group LLC, where he operates as an independent insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, combining discretionary and non-discretionary management with research-driven model portfolios and innovative technologies.

Matthew Roth is a financial advisor at Morgan Stanley in Plano, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Raymond James & Associates and Marcus & Millichap. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.

Emory Jackson is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Saxony Capital Management, Saxony Securities, and Thomson Reuters. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mario Barone is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 66 designations and over 33 years of industry experience. He has worked at LPL Financial since 2009 and at First United Bank & Trust since 2011, where he also serves as a Vice President and Trust Officer in the Trust Department. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research, model portfolios, and various technology-driven investment solutions.

Lee Thomson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, Thomson is the owner and General Manager of LTJT, LLC, an entity established for personal legal estate planning purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Miguel Herrera is a financial advisor with Charles Schwab in Plano, TX, holding Series 65 and Series 63 licenses and having six years of industry experience. He previously worked at Horace Mann Investors, Inc. and Mutual of Omaha Investor Services, among other firms. Outside of finance, he has experience in the fitness industry with 9Round Fitness. 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 relationships and access to affiliated discretionary separately managed accounts, supported by a large scale and integrated operational structure.

Mariam Khan Le Doux is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with J.P. Morgan Securities and previously worked at XL Pro and HD Vest Investment Services Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Glenn Sneed IV is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan entities from 2016 to 2023 before joining Morgan Stanley in 2023. Outside of his advisory role, he operates Unikr0n 58 LLC, a social media and media production business focused on automotive content. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Laura Fryhover is a financial advisor at Stifel with 17 years of industry experience and holds the Series 66 designation. She worked at Morgan Stanley for seven years before joining Stifel Nicolaus & Co. Inc. in 2021. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Shevin Cirucci is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining J.P. Morgan Securities, Shevin has held roles at several organizations including J.P. Morgan Chase & Co. Outside of his advisory work, he coaches a youth baseball team for Impact Baseball. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset allocation modeling with centralized due diligence and an ESG eligibility framework in its advisory process.

Lawrence Nicholson III is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James & Associates and Allstate Insurance Company. Nicholson is also the owner of Nicholson Financial LLC dba CenterPeace Financial Group, a financial services business based in Plano, TX. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering various portfolio management and advisory services through a nationwide network of independent advisors.

Todd Wnuk is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and 19 years of industry experience. His prior roles include positions at Sendero Wealth Management, Broadway National Bank, and USAA Wealth Management. He is based in Plano, Texas. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach that incorporates proprietary models and primarily invests in Vanguard funds and ETFs, offering a range of customization options including ESG considerations.

Mark Renzi is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior experience includes roles at Fidelity, New York Life Insurance Company, Prudential Insurance Company of America, and various Vanguard entities. Vanguard Advisers provides both automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs.

Shahmir Natha is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and JPMorgan Chase Bank, N.A. Outside of finance, he has worked as a food delivery contractor for Uber Eats. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by a centralized due-diligence framework.

Owen Nickle is a financial advisor at Vanguard Advisers in Plano, TX, holding Series 66 and Series 63 licenses with four years of industry experience. His background includes roles at Bank of America, Merrill Lynch, JPMorgan Chase, and Enterprise Holdings. Outside of his advisory work, he maintains a life and health insurance license. 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 and manages a large client base through a combination of digital tools and advisor support.

Jamie Williams is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 19 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and Capital One Advisors, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Walter Hampton is a financial advisor with LPL Enterprise in Plano, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes roles at The Prudential Insurance Co. of America, Pruco Securities, LLC, Equity Services Inc, and True North Financial Solutions. Outside of finance, he composes and arranges music, including original compositions for potential future publication. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.