Robert Straight is a financial advisor at RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with RBC Capital Markets since 2014 and previously worked at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through both in-house and third-party managers.

James Garza is a financial advisor at Vanguard Advisers with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley, E*TRADE Capital Management, Wells Fargo, and TD Ameritrade. Outside of his advisory roles, he is involved in entrepreneurial activities through ownership interests in J 5 Family Forever LLC and JG5 Industries. 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, constructing portfolios mainly from Vanguard funds and ETFs with various customization options, and serves a large client base through a combination of digital platforms and advisory teams.

Thomas Williams is a financial advisor at Vanguard Advisers with two years of industry experience. He holds a Series 66 designation and has worked in various roles at Vanguard entities since 2022. His background includes both financial services and educational positions. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach combines goal-based, algorithm-driven strategies with portfolios constructed mainly from Vanguard funds and ETFs, offering customization options such as ESG and tax-aware features.

Tamara Warfield is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds the Series 66 designation and is based in Allen, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Matthew Mcconnell is a financial advisor at Ameriprise in Plano, TX, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with Ameriprise since 2016, including its predecessor entity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Rony Nehring Interiano is an International Wealth Advisor affiliated with Merrill Lynch Wealth Management. He serves ultra-high-net-worth individuals, families, businesses, and philanthropic organizations, delivering integrated wealth management services. His areas of focus include asset allocation modeling, customized lending through Bank of America, alternative investments, and personalized multi-generational wealth planning aimed at growing, preserving, and transferring wealth effectively. Rony began his career as an Investment Analyst at Morgan Stanley Private Wealth Management before joining Merrill Lynch in 2016. He holds a bachelor's degree in finance and entrepreneurship from Babson College, where he graduated cum laude. Rony holds the CERTIFIED FINANCIAL PLANNER® professional designation awarded by the Certified Financial Planner Board of Standards Inc. Originally from Barcelona, Spain, he is fluent in English, Spanish, and French, and conversational in Italian and Hebrew. In addition to his professional commitments, Rony is involved in community philanthropy, including participation on the Education Committee for the Greater Miami Jewish Federation International division and engagement with the Rickshaw Dispatch Project in Guwahati, India. He currently resides in Aventura, Florida with his wife and two children.

John Simmers is a Financial Advisor with Merrill Lynch Wealth Management. He works directly with clients to define their financial goals and develop portfolio strategies aimed at helping them reach those objectives. His approach involves ongoing advice and adaptation of clients' portfolios to meet changing circumstances. His expertise includes college education planning, legacy planning, personal retirement planning, small business strategies, tax minimization, and retirement income management. John holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from Ouachita Baptist University. John is involved in activities such as adventure sports, chess, cooking, fishing, gardening, golfing, music, reading, traveling, and yoga.

Alison Silva is a Financial Consultant currently working at Fidelity Investments since 2021. She has been with Fidelity Investments since 2020, initially serving as a Financial Consultant I before her current role. Prior to joining Fidelity, Alison held several positions including National Accounts Director at NexPoint Securities from 2019 to 2020, Vice President Broker Dealer Relations at Legendary Capital from 2018 to 2019, and Vice President Product Management at SC Distributors from 2014 to 2018. Her professional background encompasses financial planning, investment strategies, and risk management. Alison's approach focuses on building trust and lasting relationships while developing tailored financial strategies aligned with clients' goals. She emphasizes client confidence and empowerment throughout the financial planning process.

Robert Roberti is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His recent career includes roles at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. Prior to that, he worked at Wells Clearing Services, LLC for 12 years. 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 employing proprietary models and primarily Vanguard funds and ETFs, managing a large client base through a combination of digital platforms and advisor teams.

Joshua Druz is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fisher Investments, J.P. Morgan Securities LLC, and Morgan Stanley. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach and manages portfolios primarily with Vanguard funds and ETFs.

Stephen Koessl is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior firms include Securities America Advisors and Voya Financial Advisors. Outside of advisory work, he is involved with KV Briseis LLC, a family-owned bakery business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, combining broad non-advisory financial activities with a large advisory platform.

Buffie Anderson is a Financial Advisor with Tarver & Campbell Wealth Partners and the Merrill Lynch Wealth Management line of business. She partners with clients and trusted professionals to create, grow, and protect wealth, helping them achieve their most meaningful life goals. Buffie is integral in developing relationships with new and existing clients, focusing on areas such as family wealth management, college education planning, special needs planning, and services for endowments, foundations, and non-profits. Buffie earned her Bachelor's Degree in Finance and Real Estate from Texas Tech University. She holds professional designations including Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her prior experience includes working as a Registered Sales Associate at Merrill, assisting in financial and estate planning for high net-worth clients, as well as experience in alternative investments like Oil and Gas, Qualified Opportunity Zones, and DSTs. Beyond her financial career, Buffie has been involved in community initiatives inspired by her family's experiences. She founded Prosperity Place, a 501(c)(3) non-profit organization providing therapy resources for children with special needs. She has served as a citizen member on the Presidential Committee of Individuals with Intellectual Disabilities and as Chairperson of the Parent’s Advocacy Committee for Angels of Care, a pediatric nursing agency. Currently, Buffie is working with a group to start The GreenHouse, a non-profit offering day-habilitation services for adults with complex special needs. A native Texan from Olney, she enjoys spending time with her three children and pursues interests including basketball, cooking, dancing, football, interior decorating, scuba diving, and skiing.

Thao Nguyen is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 and Series 63 registrations and has worked at major firms including Fidelity Brokerage Services and Charles Schwab. 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, while clients retain final decision-making authority.

Justin Priola is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012. 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 utilizes centralized due diligence and combines quantitative and qualitative research to build model asset allocations.

Samuel Garcia is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has been associated with both Merrill and Bank of America since 2010. 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 a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Medick is a financial advisor with Ameriprise in Frisco, TX, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Metlife Securities, Inc. He serves on the board of the Live Like Knox Foundation and manages operations for his own business entity, David M Medick, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Scot Trantham is a financial advisor with UBS Financial Services in Plano, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he works part-time as a limousine driver for Ambassador Limousines in Addison, Texas. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and access to capital markets through its broad institutional platform.

Kurt Mathison is a financial advisor at Merrill in Frisco, TX, holding a Series 66 designation with eight years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2018 and had a prior 13-year tenure at Bank of America. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Grayson Matthews is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Vanguard, he worked at Charles Schwab & Co., Inc. and was involved in broadcasting as the creator of The Fantasy Football Film Room, a social media channel focused on football content. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s goal-based, algorithm-driven approach uses proprietary methodologies to create personalized portfolios largely composed of Vanguard funds and ETFs, emphasizing digital delivery and scalability.

Krystal DeLeon is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she serves ultra-high net worth and high net worth individuals and families. Her client focus areas include college education planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, women and wealth, sports and entertainment, tax minimization, and retirement income. Krystal holds a Bachelor's degree in Human Sciences from Texas Tech University and an MBA from Texas Woman's University. She is a Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is a member of professional organizations including the Investments and Wealth Institute and Marquis Who's Who. In addition to her professional work, Krystal is involved in community service as the Denton County Co-Chair for Bank of America Volunteers and as a board member of Single Mom Scholars Dallas, where she supports financial education for single mothers. She is bilingual in Spanish and English. Krystal resides in Argyle, Texas, with her four children.