Nita Rathod is a Series 66 credentialed financial advisor with 12 years of industry experience, currently with J.P. Morgan Securities since 2022. Her prior roles include positions at JPMorgan Chase Bank and Wells Fargo Clearing. 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 searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate ESG frameworks.

Kathleen Finley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 14 years of industry experience. She previously worked at Edward Jones for nine years before joining Raymond James in 2023. She also operates Kathleen C Finley, LLC, which supports her work as an independent financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes tailored, non-discretionary advice using analytical tools and supports a wide range of client types, including pension plans and charitable organizations.

John Anstoetter is a Series 66 licensed financial advisor with Vanguard Advisers, where he has worked since 2023. He has four years of industry experience, including roles at The Vanguard Group, Inc. and Principal Financial Group. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach to create personalized portfolios primarily composed of Vanguard funds and ETFs, managing a large client base through its digital platform and team servicing model.

Damion Brown is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he held roles at firms including Ameriprise Financial Services, Fisher Investments, and Massachusetts Mutual Life Insurance Company. 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 to create personalized asset allocations, with portfolios mainly composed of Vanguard funds and ETFs.

Joy Simar is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has held prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, NYLife Securities LLC, and New York Life. Her other activities include involvement in non-variable insurance through various agencies. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate and charitable entities via a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Janet Ryan is a financial advisor at Merrill with Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Merrill since 2009 and has worked at Bank of America, N.A. since 1997. Outside of her advisory role, she serves as a committee employee and co-chair for a major culinary fundraising event at the North Texas Food Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Mark La Roe is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Bank of America and Merrill since 2018 and held positions at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company from 2014 to 2018. Outside of his advisory role, La Roe is involved with several nonprofit organizations, serving as co-chair of the Southwest Region for The Hospital of St. John of Jerusalem, a board member of The Priory in the USA of the Order of St John, chairman of the Senior Council at Church of the Incarnation, and participating on boards for the Salvation Army of North Texas and the Dallas Symphony Organization. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Wilson is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative and qualitative research to develop model asset allocations and includes capabilities in derivatives and commodities.

Torsten Holmes is a financial advisor at Edward Jones with 26 years of industry experience. He has held his current position since 1999 and holds Series 63 and Series 66 designations. Outside of his advisory role, he is a manager of a commercial real estate business, Twin Creeks Real Estate Group. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Diyana Nikolov is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, following prior experience with JPMorgan Chase Bank, N.A. since 2003. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Christopher Huggins is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he focuses on connecting clients to the people, plans, and processes that align with their unique financial ambitions. His work involves assisting clients in pursuing personal goals such as funding education, preparing for retirement and healthcare costs, and developing long-term family financial plans. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His educational background includes attendance at Sierra Nevada College, Solano College, and the University of Mississippi, as well as a High School Diploma from Ben Eielson Sr High. Outside of his professional responsibilities, Christopher's interests include baseball, drawing and sketching, fishing, hiking, hunting, scuba diving, skiing, woodworking, traveling, and spending time with his family.

Kathryne Scott is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and three years of industry experience. She has worked at The Vanguard Group since 2023 and previously held positions at HFS Wealth Management, Texas Tech University, and other organizations. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that utilizes proprietary models and primarily Vanguard funds and ETFs. The firm manages a high volume of client relationships through a combination of digital platforms and professional advisors.

Robert Alberts is a financial advisor with LPL Financial in Denton, TX, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2009, following previous roles at Stocker Woods Financial, Inc. and Mutual Service Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of over 22,800 advisors with various investment platforms and technology tools, overseeing more than $819 billion in discretionary assets.

Deborah Whiting is a financial advisor with UBS Financial Services in Plano, TX, holding a Series 66 designation and 15 years of industry experience. She has been with UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes market-making, underwriting, and proprietary research.

Michael Brumfield is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Primerica Advisors since 1999 and was previously employed by SiriusXM for 11 years. Outside of advisory work, he is involved in business activities related to mortgage product sales and home security referrals through Primerica-affiliated companies and also works part-time with Citicorp Trust Bank on home equity lending matters. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm uses model-delivery strategies managed by unaffiliated asset managers and partners with BNY Mellon Advisors and Pershing for trade execution and custody.

John Trevino is a financial advisor at J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining J.P. Morgan in 2026, he worked at Fisher Investments from 2024 to 2026. 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 and fund searches, and customized performance reporting.

Tobias Hananda is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2013. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Glendell Baker is a financial advisor at OSAIC with 43 years of industry experience. He holds a Series 63 designation and has worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. He serves as a board member of Chaplaincy Ministries, Inc., contributing to its operations and events. OSAIC serves a broad range of retail and institutional clients, offering comprehensive financial planning and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and operates a complex network of affiliated broker-dealer, asset management, insurance, and trust entities.

Monica Smith is a financial advisor at Ameriprise with 45 years of industry experience. She holds a Series 63 designation and has previously worked at Morgan Stanley for 11 years before joining Ameriprise in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice through a written Recommendation Report focused on dependable income sources and tax-aware withdrawal strategies.

Mario Quintana is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously at Gateway One Lending and Finance for five years. Quintana holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.