Evguenia Funderburk is a CFP®-certified financial advisor with Ameriprise in McKinney, TX, with 18 years of industry experience. She has been with Ameriprise and its affiliate since 2007. Outside of advising, she has a past involvement with a Texas-based bowling tournament business that is currently inactive. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals with significant investable assets, combining research-driven recommendations and algorithmic tools to support tax-efficient withdrawal strategies and income planning.

Herbert Poledna III is a financial advisor with Ameriprise in McKinney, TX, holding a Series 63 designation and 26 years of industry experience. He has worked at Ameriprise and its related entities since 2016, as well as at Massachusetts Mutual Life Insurance Company from 2015 to 2017. Outside of his advisory role, he serves as Practice Manager of Encircle Wealth Advisors, where he leads research and portfolio construction. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on providing written recommendations and annual planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Brian Garza is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. His prior work includes roles at Morgan Stanley and Bank of America. 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. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Brian Enos is a Series 66 credentialed advisor at Merrill with 15 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jekabs Otankis is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Mass Mutual Life Insurance Company and Bluecrest Financial Alliances. Outside of finance, he is involved in Innovative Transportation Solutions. 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 models and primarily invests in Vanguard funds and ETFs.

Tammie Walker is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Walker is involved in community activities as Vice President of Development on the Board of Directors for the Celina Education Foundation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

Christine Sager is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and 12 years of industry experience. Her prior work includes roles at Edward Jones, Roadmap Advisors, Wisdom Index Advisors, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Laura Gedge is a financial advisor with Raymond James & Associates in McKinney, TX, holding Series 63 and Series 65 credentials and four years of industry experience. She previously worked at Inland Securities Corporation for six years. Outside of her advisory work, she is the managing member of Raining Beads LLC, a business creating and selling beaded products online and at markets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles and affiliated research.

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.

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.

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.