Daniel Kim is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, NYLife Securities, and New York Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

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 financial advisor at OSAIC with 33 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2018, he worked for Signator Investors, Inc. for 26 years. OSAIC serves a broad mix of retail and institutional clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services and employs a variety of asset-allocation tools and managed-account solutions across multiple platforms.

Christine Sager is a financial advisor with LPL Financial holding Series 65 and Series 66 credentials and 11 years of industry experience. Her prior roles include positions at Edward Jones and Wisdom Index Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, and retirement consulting supported by model portfolios, research, and various management options.

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 designation and one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, Nevil worked at JP Morgan Chase and Twill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

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 with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan, he worked at Fidelity Investments and has held various roles including a contract delivery driver for Uber Technologies. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Paul Fahrenwald is a CFP® professional with 31 years of experience in the financial industry. He has been with Edward Jones since 1994. Outside of his advisory role, he is involved as a manager in a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets. The firm is distinguished by its extensive network of advisors and branches, as well as affiliated investment and lending capabilities.

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 at Wells Fargo Clearing with 28 years of industry experience. She holds the ChFC® and Series 63 designations. Prior to her current role, she worked at Wells Fargo Advisors LLC from 2009 to 2016. Rogers serves as a board member of the University of North Texas Foundation, where she contributes to discussions on endowment fund spending, governance, and strategic updates. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven approach incorporates a range of investment options, including insurance-related vehicles, and offers both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Jace Yeung is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been with J.P. Morgan Securities since 2013 and has also worked at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Steven Kalmus is a CFP® with 17 years of experience in financial advising, currently with Ameriprise since 2020. He previously worked at USAA in various advisory and financial planning roles from 2008 to 2020. Kalmus is also the owner of Glide Path Partners LLC, through which he manages his advisory business. Ameriprise provides retirement-income planning services targeting clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions.

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.

Benjamin Petty is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab since 2019, following prior roles at TD Ameritrade and Scottrade. Outside of his advisory work, he is a member of GBV Ventures LLC, a company involved in capital financing. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory and discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Gary Williamson is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has 21 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. Outside of his advisory work, he owns a rental duplex property in Bozeman, Montana. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Merari Ortega is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities in 2020, Ortega worked at JPMorgan Chase Bank, N.A., Uber Eats, and West Corporation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Sally Burnett is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Stephen Weathers serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. His role focuses on providing clients with comprehensive wealth planning experiences supported by the global resources of Merrill. He works closely with clients to identify their financial goals and organize their finances accordingly, with an emphasis on financial stewardship that manages risk and identifies opportunities. Stephen and his team specialize in helping individuals plan for retirement income. They assist clients in transitioning from employment income to investment income by integrating various elements such as 401(k) plans, pensions, stock options, and Social Security into a cohesive planning strategy. The team emphasizes availability, proactive outreach, attention to detail, and a commitment to exceeding client expectations while focusing on clients' highest priorities and long-term aspirations. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification, the Chartered Financial Consultant (ChFC) designation, and is recognized as a Personal Investment Advisor (PIA). Stephen earned his Bachelor's Degree from the University of Tennessee System. In his personal time, he enjoys golfing, reading, and spending time with his family.