Thomas Crilly is a financial advisor at Vanguard Advisers with three years of industry experience. He holds the Series 66 designation and has worked at The Vanguard Group, Inc. since 2023. Prior to that, he was employed at Randstad Staffing and has a background that includes time at the University of North Carolina at Charlotte. Vanguard Advisers delivers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a high degree of customization and scale through its digital platform and extensive advisor team.

Christopher Mankoff is a CFP® with 16 years of industry experience, currently affiliated with LPL Financial in Plano, TX. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Waddell & Reed, and insurance agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.

James Royal is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in serving High-Net-Worth Individuals and Families, focusing on areas such as Family Wealth Management Strategies, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, and Retirement Income. James has been in the financial services industry since 1985 and joined Merrill Lynch Wealth Management in 2008. He holds a bachelor's degree in Economics & Finance and a Master's in Business Administration from Baylor University. He is a Personal Investment Advisor (PIA) professional designation holder. Outside of his professional work, James enjoys football, hiking, reading, running, spending time with his family, swimming, and traveling.

Adam Noll is a Senior Financial Advisor and leader of the Noll & Campbell Wealth Management team, headquartered at The Star in Frisco, Texas. He joined Merrill in 2015 and achieved Senior Vice President status within five years. He holds the Series 7 and 66 FINRA Registrations and the Personal Investment Advisor (PIA) designation. Adam's team employs a multi-disciplinary approach encompassing investment management, tax mitigation, retirement planning, alternative investments, trust and estate planning, financial planning, private banking through Bank of America, and charitable giving, among other services. Adam earned a Bachelor of Science in Business Administration with a concentration in Marketing from Northern Kentucky University. He is involved in mentoring younger advisors at Merrill through the Advisor Development Program. Adam and his team focus on serving a select number of high net worth families, helping clients articulate their goals, develop asset allocations specific to their objectives, and navigate life transitions such as retirement, children's education, business sales, job changes, and family changes. Outside of his professional responsibilities, Adam participates in community involvement through Big Brothers and Big Sisters. He enjoys coaching soccer and basketball, golfing, swimming, working out, and spending time with his wife Linzie and their sons, Landon and Dillon.

Charles Nail is a financial advisor with Equitable Advisors in Plano, TX, holding Series 65 and Series 63 credentials and seven years of industry experience. Prior to his current role beginning in 2019, he worked at AXA Advisors, Morgan Stanley, and Olympus Wealth Management. He serves as a board member for City House Non-Profit and is a member of the Rotary Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of third-party advisory programs and emphasizes matching clients with appropriate investment models or discretionary managers.

Jake Krominga is a financial advisor with J.P. Morgan Securities in Richardson, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Goldman Sachs and The Ayco Company, L.P. / Mercer Allied. Since 2021, he has been with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Ellen Thomas is a financial advisor with Primerica Advisors in Plano, TX. She holds the Series 63 and Series 65 licenses and has one year of industry experience. Prior to her current role, she worked at PFS Investments Inc. and Primerica Financial Services and spent 19 years with Rains ISD. She also has experience working with the YMCA. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven investment strategies managed by third-party asset managers.

Jessica Watts is a financial advisor at Merrill in Frisco, TX, holding a Series 66 designation with three years of industry experience. Her prior work includes positions at Bank of America, BMW of Plano, Denton ISD, and Prestonwood Christian Academy. Merrill, along 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.

Jason Brownstein is a CFP® with four years of industry experience, currently serving as a financial advisor at Edward Jones. His prior experience includes roles at LPL Financial and Charles Schwab. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Angel Walden is a financial advisor at J.P. Morgan Securities with 12 years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan, Angel worked at LPL Financial and has engaged in various business activities including operating a sports bar and grill, involvement with a vineyard, and running photography and artisan ventures. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Peter Tarantino is a financial advisor at UBS Financial Services in Plano, TX, holding a Series 66 designation and bringing nine years of industry experience. He has been with UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Sarah Marshall is a Series 66-licensed financial advisor with 18 years of industry experience, currently with LPL Financial since 2013. She operates Texan Wealth Management and owns Texan Wealth Insurance, an agency offering property and casualty insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Travis Nguyen is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and three years of industry experience. He is also an owner and silent partner in Anh Hai Ca Phe, a food and beverage business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the larger J.P. Morgan financial organization.

Sergio De Paoli is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop individualized financial strategies tailored to their unique circumstances, priorities, and objectives. He focuses on helping clients achieve both short- and long-term goals while considering investment risks, emphasizing professional and long-term client relationships. Sergio has progressed through several roles within Fidelity Investments, including Investment Solutions Representative at multiple levels from 2023 to 2026, and Customer Relationship Advocate from 2022 to 2023. His experience encompasses providing attentive support and balanced guidance to enable informed financial decision-making. Outside of his professional work, Sergio enjoys baseball, beach activities, fitness, football, social events with friends, and soccer.

Joanna Clark is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. She previously worked at Bank of America NA for six years and HSBC for three years. Outside of her advisory role, she is a director of a family-owned entity that holds title to vacation property. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brendan Zamora is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Fidelity Investments and Equitable Advisors, LLC. 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, constructing portfolios largely from Vanguard funds and ETFs with various customization options.

Jonathan Lopez is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab in 2020, he worked at E*TRADE Capital Management and E*TRADE Securities from 2015 to 2020. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Nita Rathod is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and JPMorgan Chase Bank. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

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.