Amanda Akowski is a financial advisor at Vanguard Advisers with a Series 66 designation and four years of industry experience. She has worked at multiple Vanguard entities since 2021 and has prior experience at Chick-Fil-A, Geico, and Colorado Christian University. Vanguard Advisers provides 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 with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and managing hundreds of thousands of client relationships through its digital platform and team servicing model.

Brad Kniff is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 33 years of industry experience. He has worked across various Fidelity entities since 1993, most recently joining Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Joseph Cuff is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2009. 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 investors.

Osher Saboni is a financial advisor at Vanguard Advisers with Series 66 designation and three years of industry experience. His prior work includes roles at Fidelity Investments, NOA Services, and the University of Texas at Dallas. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach, with portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Tyler Downing is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial. He previously worked at Commonwealth Financial Network, Raymond James Financial, and Fidelity. Outside of advising, he is a co-owner of Comanche Street Properties, LLC, which manages commercial real estate in Texas. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Eric Wynn is a Financial Advisor and Senior Portfolio Advisor with Tarver & Campbell Wealth Partners at Merrill. He helps oversee approximately $7.2 billion in client assets and liabilities as of December 2025. Eric advises high-net-worth individuals, family offices, and business owners across domestic and international markets, delivering purpose-driven wealth strategies aligned with clients' family, business, and philanthropic goals. Eric has a broad and technical background spanning wealth planning, portfolio construction, liability management, and risk oversight, with particular expertise in derivatives-based strategies, including options, structured solutions, and hedging techniques. He began his career at Fidelity Investments in 2012 while attending the University of Texas at Dallas in the evening, later working in oil & gas and insurance compliance before joining Merrill Lynch Wealth Management in 2017. Eric holds professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Eric serves on the leadership board of Bank of America's Asian Leadership Network and as a board member of the Dallas Market Asian Business Council. He is involved in community programs such as the Dallas Police Department Community Outreach Program and Habitat For Humanity. Eric lives in McKinney, Texas, with his wife Jia and their son Ian. Outside of work, he enjoys playing guitar, running, studying world history, cooking, gardening, music, reading, spending time with his family, traveling, and watching movies.

Donovan Iglesias is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and nine years of industry experience. His career includes roles at Merrill Lynch, Bank of America, Edward Jones, and J.P. Morgan entities. Outside the advisory field, he was involved in the restaurant business with Haywire Restaurant from 2018 to 2020. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process incorporates centralized due diligence with quantitative and qualitative analysis, offering tailored recommendations within an ESG eligibility framework.

Taryn Watson is a Financial Advisor with Merrill Lynch Wealth Management. She has dedicated the past 12 years to the financial services industry, developing expertise in personalized wealth management and building strong client relationships. Taryn focuses on understanding her clients' families, financial situations, and priorities to create customized financial strategies that adapt to changing needs and market conditions. Her approach incorporates access to investment insights from Merrill and banking and lending solutions from Bank of America. Taryn’s areas of client focus include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA) and earned her bachelor's degree from the Oklahoma State University System. Outside of her professional work, Taryn enjoys golfing, interior decorating, painting, and swimming. She approaches her role with a commitment to accessibility, knowledge, and understanding, working one-on-one with clients to develop financial strategies aimed at achieving their long-term goals.

Micahlyn Bingham is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, Akumin, and Whole Foods Market. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

David Day is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and three years of industry experience. He has held positions at several firms, including Berthel, Fisher & Company Financial Services, Inc., and William Kruse & Co LLC. Outside of finance, he has been involved with the Lone Star Wind Orchestra. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach combines quantitative and qualitative research in a non-discretionary program focused on asset allocation advice, manager searches, and customized performance reporting.

Richard Erling is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. Outside of finance, he is involved in a hobby photography business called Erling Photography. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers derivatives and commodities capabilities not common among similar programs.

Richard Ibarra is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services for seven years. Outside of his advisory role, he is the founder and president of the Richardson Mustang Wrestling Club in Dallas, where he coaches and recruits youth wrestlers. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Sunil Satnarain is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA since 2017, following three years at HSBC Private Bank. 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 uses a combination of quantitative screening and qualitative research, supported by centralized due diligence, and incorporates an ESG eligibility framework within eligible strategies.

Claire Erickson is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Her prior work includes positions at UBS, Bank of New York, and various educational institutions, including Rollins College and Westminster Academy. Outside of finance, she has experience running Erickson Chiropractic. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios composed of mutual funds, ETFs, and ETPs.

Lori Vejil is a financial advisor at Edward Jones in McKinney, TX, holding Series 63 and Series 66 credentials with six years of industry experience. Her prior work history includes a role at T. Rowe Price and a brief period as a self-employed advisor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Gary Sieburg is a financial advisor at LPL Financial with 41 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2006, he spent 12 years with CUNA Brokerage Services, Inc. He also sells fixed insurance products, including Medicare supplement and fixed life and annuities, through Senior Market Sales and Crump. 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 a range of financial planning, portfolio management, and institutional platforms, utilizing both proprietary and third-party strategies supported by advisor-facing technology.

David Alford is a financial advisor with Raymond James & Associates in Frisco, TX, holding the Series 63 and Series 65 designations and bringing 37 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2012 to 2020. Outside of finance, he owns a craft beer business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services, relying on tailored, non-discretionary advice supported by extensive research and a variety of portfolio management options.

Jeremy Silvas is a financial advisor with Raymond James & Associates in Frisco, TX, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior experience includes roles at Bank of America, Merrill Lynch, UBS Financial Services, Citigroup Global Markets, and Fidelity. Outside of his advisory work, he is involved in managing a household employer arrangement for his disabled son. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by comprehensive research and a range of portfolio management styles.

David Field is a CFP® and holds a Series 66 license, with 15 years of experience in the financial industry. He has been with Edward Jones since 2010. Field is also the manager of an LLC named LeaPai LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

David Lawrence is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ameriprise since 2017, following a tenure at Cetera Advisor Networks LLC from 2013 to 2017. Outside of his advisory role, he owns DSL Enterprises, LLC, which manages his Ameriprise business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver annual, customized recommendation reports, supported by a centralized consulting team and algorithmic tools.