Rusty Acheson is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at Sigma Financial Corporation, Nylife Securities LLC, and New York Life Insurance Company. He served in the US Navy for seven years. Outside of his advisory role, he operates a faith-based digital content brand called Real Kingdom Courage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by a range of model portfolios, research resources, and technology-driven solutions.

Melanie McGinness is currently a Planning Consultant at Fidelity Investments, a position she has held since 2026. In her role, she focuses on providing clients with education and resources to enhance their understanding and management of financial matters. Her professional commitment centers on bringing clarity, confidence, and simplicity to clients' financial lives through effective planning and consultation. This approach reflects her dedicated mission as a financial advisor. Outside of her professional responsibilities, Melanie has interests in art, cooking and baking, movies, music, pilates, and theater.

I am a CERTIFIED FINANCIAL PLANNER® professional with over 11 years of experience at a corporate Registered Investment Adviser Firm. As a top performer, I received equity awards and saw firsthand both the opportunities and complexities they present. To deepen my expertise, I obtained the Certified Equity Professional (CEP) designation, allowing me to better understand the intricacies of stock plan administration and provide informed, strategic guidance to clients. I now specialize in helping stock plan participants navigate their equity compensation, ensuring it aligns with their broader financial goals. Before forming MeasuredMint, LLC, I worked at a Fintech trading firm that is a leader in stock plan administration where I was registered as a Principal (FINRA Series 4, 9, 10 and 24). I earned a BS in Business Administration with a Finance concentration and a MBA with an Ethical Leadership concentration from Marist University (formerly Marist College). Most recently, I graduated from the Securities Industry Institute® (SII), the premier executive development program for securities industry professionals, hosted by SIFMA and Wharton. A native New Yorker, I now live in Dallas, Texas with my wife and two young children. In my spare time, I enjoy cycling, rowing, and visiting National Parks.

Todd Pace is a financial advisor at RBC Capital Markets with 11 years of industry experience. He has previously worked at Raymond James Financial, LPL Financial, and Mutual of Omaha. He holds Series 65 and Series 63 designations. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides a range of portfolio management and financial planning services.

Rodney Porch 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 2018 and was previously affiliated with the University of Missouri from 2015 to 2018. He volunteers with the Growth Mentoring Service at the Enterprise Center of Johnson County, engaging with entrepreneurs in a mentorship capacity. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Mcavoy is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and one year of industry experience. His prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, and self-employment. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored plan participants, employing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm operates at scale with a high client-to-advisor ratio, utilizing digital delivery alongside personalized asset allocation strategies.

Pablo De La Llama V is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 65, Series 66, and Series 63 credentials. Prior to his current role, he worked at Fidelity Brokerage Services LLC and Skyline Window Coverings. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services focused on asset allocation, manager searches, and customized reporting. The firm uses quantitative modeling combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Patrick Cloutier is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He previously worked at Woodbury Financial Services Inc. for five years before joining LPL Financial in 2020. Cloutier has an LLC established for group health insurance purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Elizabeth Rogers is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill. Outside of her advisory role, she owns and operates a small-scale chicken farming business, selling eggs. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Matthew Callander Jr. is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds the Series 66 designation and has been with Vanguard Advisers since 2018. Prior to this, he worked at Mariner Wealth Advisors and spent four years at William Paterson University. 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 to construct personalized portfolios primarily from Vanguard funds and ETFs, managing a large client base through its digital platform and team servicing model.

Sacha Zurawel is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with RBC Capital Markets since 2011. Outside of his advisory role, Zurawel is a managing member and 50% owner of COMO Interests, LLC, a mattress retail business, and serves as a board member of Men of Nehemiah, a nonprofit drug recovery mission. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs, combining in-house and third-party managers with a variety of portfolio management and financial planning services.

Mitchell Carr is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Charles Schwab since 2017, following four years at LPL Financial. He serves as a board member of Queen City Restaurant Supply, where he holds non-voting ownership. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios alongside a formal alternative investment vetting process.

Gaganpreet Sohi is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and Mindlance. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis.

Priscilla Opoku is a financial advisor at Fidelity with five years of industry experience. She previously worked at UBS, Ballard Spahr LLP, and PNC Wealth Management. Opoku holds a Series 66 designation. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Rahul Sharma is a Series 66 licensed financial advisor with Ameriprise Financial Services, LLC in Plano, TX, bringing nine years of industry experience. He has been with Ameriprise since 2016, transitioning within the firm’s affiliated entities. Outside of his advisory role, he serves as a Finance Fellow with the Open Avenues Foundation, where he trains students in personal finance skills to prepare them for careers in the marketplace. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to deliver tailored planning focused on reliable income and tax-aware strategies.

Heather Brown is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2016. Outside of her advisory role, she is involved with Windy Hill Farm, an enterprise she has operated since 2006. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients, structured as a wrap-fee solution rather than institutional plan management.

Seth Downing is a financial advisor with Vanguard Advisers based in Plano, TX. He holds Series 65 and Series 63 licenses and has seven years of industry experience. Outside of his advisory role, he also works as a mortgage loan officer with Kylex Mortgages and as a delivery driver for Pizza Hut. 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 investment approach, primarily utilizing Vanguard funds and ETFs, and serves a large client base through its digital platform and team servicing model.

Shelley Turner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of her advisory role, she assists with family financial matters under a power of attorney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including a broad range of investment options such as insurance-related vehicles and bank deposit sweeps.

Brendan Wagner is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America, Merrill Lynch Pierce Fenner & Smith, and Wells Fargo Clearing. Wagner serves as an advisory board member for the Benbrook Community Center YMCA, a charitable organization in Texas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Bryan Camper is a CFP® with 20 years of industry experience, currently affiliated with OSAIC since 2023. He has held roles at Sagepoint Financial, Questar Capital Corporation, Questar Asset Management, and Covenant Capital Advisors, where he also serves as a wealth manager. In addition to advisory services, he is involved in life insurance and long-term care insurance sales. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services. The firm employs asset-allocation tools and multiple advisory platforms to manage portfolios that may include a range of investment products, supporting both discretionary and non-discretionary accounts.