Latoya Johnson Arnett is a financial advisor at Edward Jones in Little Elm, TX, holding a Series 66 designation. She has four years of experience in the industry and previously worked for the School District of Palm Beach County for eleven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Maximilian Gehler is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A. and Equitable Advisors LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage and investment management functions, delivering recommendations on a non-discretionary basis.

Logan Young is a financial advisor at Vanguard Advisers with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Flagship Asset Services and Denizens Brewing Co. He is also the owner of Roadway Insurance Group, LLC, a property and casualty insurance business. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, focusing primarily on retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering customization and tax-aware features.

Mitchell Hansen is a financial advisor with UBS Financial Services in Plano, TX, holding Series 65 and Series 66 licenses and three years of industry experience. Prior to joining UBS in 2026, he worked at TCBI Securities and Texas Capital Bank, where he served as a Private Wealth Analyst. He has held various roles including positions in wealth advisory and collegiate affiliations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings that include financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor advice according to clients’ goals and risk tolerances.

Tyler Von Richter is a financial advisor at Stifel based in Frisco, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Stifel in 2024, he spent ten years at Call Box. Outside of advisory work, he is the owner and manager of an LLC involved in rental property management. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Marco Fragnito is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 32 years of industry experience. His prior experience includes roles at Wells Fargo Advisors Financial Network LLC, Cutter and Company Brokerage, Inc., and Prospera Financial Services, Inc. He is also the Managing Principal of MCF Capital Management, LLC. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Mo Kahlun is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. He has worked at J.P. Morgan Securities LLC since 2022 and JPMorgan Chase Bank N.A. since 2021. Prior to joining J.P. Morgan, he held roles at Premium Retail Stores, Spectrum, and Verizon. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

J Raul Morales is a financial advisor with Edward Jones, holding Series 63 and 66 licenses and bringing six years of industry experience. Prior to joining Edward Jones, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Morales also spent time as a sales associate at a sporting goods shop. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and services, managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

Olga Solis is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Bank N.A. In addition to her advisory role, she is an owner and partner of Solis Construction Transportation LLC, a transportation services business engaged in leasing equipment for construction material transport in the Dallas–Fort Worth area. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Michael Gage is a CFP® professional with 31 years of industry experience, currently advising at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a co-owner of GAGE RO WORKING CO LLC, a business involved in apartment rentals. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and serves as an ERISA fiduciary when providing investment advice.

Harry Larosiliere is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2008. He has participated in public service as a member of the Plano City Council and served as mayor from 2017 to 2021. Larosiliere is also an advisory board member with CASA of Collin County and is involved in leadership and diversity speaking engagements through his ownership of HL Prosperity. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm offers customized financial planning and portfolio management based on proprietary research and market analysis.

Sanjiv Shukla is a financial advisor with Raymond James Financial who holds Series 66 and Series 63 designations and has 23 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. and its affiliated entities since 2015. Outside of his advisory role, Shukla is also an independent insurance agent involved in the sales of disability and life insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Chris Boley is a financial advisor at Stifel with 20 years of industry experience and holds the Series 66 designation. He has been with Stifel since 2015. Outside of his advisory role, he serves as President of the Titan Hoop-It-Up Club, a booster club for a high school basketball team in Frisco, Texas. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology through its Investment Strategy Group to provide asset allocation and planning analyses.

John Macatangay is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at Riverlee, LLC from 2019 to 2021. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through a combination of advisory and brokerage capabilities, using a centralized due-diligence framework and an ESG eligibility process.

Tyler Kamp is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 licenses and having five years of industry experience. His career includes roles at The Vanguard Group, Fidelity Investments, and prior work at the University of Iowa in recreational services and housing. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary methodologies and Vanguard funds and ETFs to create personalized portfolios with various tax-aware and customization features.

Tommy Pierce is a Private Wealth Advisor with Merrill Lynch Wealth Management, where he has been a team member for 18 years. He specializes in wealth management planning, single stock risk management, non-traditional investments, liability planning, and business succession planning, focusing on high net worth families and business owners. His experience includes identifying opportunities and assessing risk for corporate executives and business owners, aiding in the development of sophisticated strategies in today's marketplace. Tommy holds the Certified Private Wealth Advisor (CPWA) designation from the Investments & Wealth Institute at the University of Chicago Booth School of Business and the Certified Exit Planning Advisor (CEPA) designation. He earned his Bachelor's degree with an emphasis in Finance from Lamar University, where he received All-Academic honors and other awards while playing Division I baseball. Alongside his professional career, Tommy and his wife Ashley are active in the Frisco community, participating with Preston Trail Community Church and Casa Hogar Orphanage. They have twin daughters and contribute to local charitable activities.

Megan Portacci is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has been with UBS since 2018, previously working at Nationstar from 2012 to 2018. Outside of her advisory role, she serves as trustee for the MLK Irrevocable Trust. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based allocations to tailor investment strategies.

Cynthia Tran Alecio is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2009. 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 plans, corporations, and charitable organizations.

Alexa Celis is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2016 as a relationship manager and Client Associate after beginning her career at Bank of America in 2012. In 2018, she advanced to the role of Financial Advisor on her current team. Alexa holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., along with Series 7 and 66 FINRA registrations. She earned a Bachelor of Science degree in Finance with a concentration in Financial Planning from the University of Texas at Dallas. Fluent in both English and Spanish, Alexa focuses on helping clients with areas such as retirement planning, managing new wealth, education planning, portfolio management services, and women and wealth. Outside of her professional work, Alexa enjoys hiking, traveling, volleyball, yoga, and spending time with her family. Her approach centers on understanding clients’ values and goals to develop financial strategies aligned with their life priorities.

Leland Nunnally is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 23 years of industry experience. He is the president and owner of Towerhouse Financial, a DBA brand for his investment practice since 2014, and has previously worked with LPL Financial. In addition to his advisory work, he holds a minimal role as an insurance agent specializing in life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and unaffiliated third-party money managers.