William Martin is a financial advisor with Vanguard Advisers based in Plano, TX, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Fidelity Investments, J.P. Morgan Securities, and Equitable Advisors. Vanguard Advisers provides automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary methodologies to deliver personalized asset allocations, managing a large client base through both digital platforms and a team servicing model.

Nicholas Thomas is a financial advisor with LPL Financial in Plano, TX, holding Series 63 and Series 66 registrations and 23 years of industry experience. He previously worked at Commonwealth Financial Network and Raymond James Financial during his career. Outside of his advisory role, he is a co-owner of Taychas Advisors, LLC, an entity involved in restaurant ownership. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Tyler Dempster is a CFP® professional with nine years of industry experience, currently serving at Cambridge Investment Research Advisors. He previously worked at Securities America Advisors and Securities America, Inc. Dempster is involved in financial education and public speaking through his role at My Secure Advantage, where he presents financial concepts and produces related content. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers a range of platforms and proprietary model strategies.

Mark Bianchin is a financial advisor at UBS Financial Services with 18 years at the firm and a total of 84 years of industry experience. He holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and affiliated banking and lending programs.

Brad Novotny is a financial advisor with Edward Jones, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated services, and managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Byron Brooks is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has been with UBS since 2015. The firm serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. UBS provides fee-based financial planning, portfolio management, and distributes proprietary research to support tailored client strategies.

Nash Noorali is a financial advisor at J.P. Morgan Securities with 9 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Northwestern Mutual Investment Management. Outside of his advisory role, he is an owner and partner of a retail corporation and a commercial real estate entity. 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.

Arie Pearson is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His work history includes roles at The Vanguard Group, Kansas State University, and Legacy Financial Services. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through its digital platform and team servicing model.

Vincent Wallace is a financial advisor at Vanguard Advisers with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and USAA financial planning services. Outside of his advisory work, he is the owner of V and P Home Renovations, LLC, a flooring business. Vanguard Advisers provides automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios primarily using Vanguard funds and ETFs.

Mark Kim is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Outside of his advisory role, he provides high-speed driving instruction at Eagles Canyon Raceway in Decatur, TX. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm typically employs model-driven investment approaches and offers access to third-party asset managers and financial planning services.

Lester Wigler is a financial advisor with Morgan Stanley in Plano, TX, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the advisory board for Lovejoy ISD and is president of the Dallas Business Club Inc. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools with a broad suite of investment and financial services.

John Kopenhaver is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial. He has a long tenure with Morgan Stanley, having worked there in various capacities from 1997 through 2020 before joining LPL in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a broad network of advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

Ginger Renwick is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and bringing nine years of industry experience. She has been with Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rusti Rogger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 22 years of industry experience. She previously worked at UBS Financial Services for 26 years before joining Wells Fargo. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Bradley Huff is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. He also serves as an executor for an immediate family member’s estate. 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 using proprietary methodologies and constructs portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and tax-aware strategies.

Michael Jarvis is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has worked at Cetera since 2017 and previously spent eight years at Girard Securities, Inc. He also manages his own financial and insurance services firm, Legacy Financial Advisors, and is involved in selling life, disability, and long-term care insurance. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that supports various investment strategies and custodial arrangements.

Karen Hawthorne is a financial advisor with Merrill based in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Merrill for 26 years, beginning in 2000. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies guided by internal and third-party managers.

Robert Stevens is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds a Series 66 license and is based in McKinney, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of investment strategies and fiduciary advisory services through a nationwide network of over 23,700 advisors.

Christina Chernyshev is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 licenses and has five years of industry experience. She previously worked at Charles Schwab and CMM LLP. Outside of her financial advisory role, she streams video games on platforms including Twitch and TikTok. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting certain net-worth criteria and integrates advisory services with various financial products and referral channels.

Marion Parker is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Fidelity Brokerage Services LLC. Outside of finance, she has experience in the fitness industry, including roles at Camp Gladiator and Rumble Boxing. 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. The firm combines quantitative and qualitative research in its advisory process and offers access to a broad range of strategies supported by affiliated investment management entities.