Patrick Malany is a financial advisor with Charles Schwab & Co., Inc. in Denton, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Charles Schwab in 2019, he worked at Whole Foods Market for five years. 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 client relationship model that combines non-discretionary advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Jamaul Pride is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and four years of industry experience. He also serves as CCO/COO of Dawson Private Wealth, LLC, an independent investment management firm affiliated with Raymond James. In addition to his advisory roles, he owns and operates Five Hearts Hot Sauce, LLC, where he is involved in production, packaging, distribution, marketing, and social media. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and utilizes various analytical tools to support client goals while maintaining specialized municipal and public finance advisory capabilities.

Jose Benavides is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 credentials and totaling four years of industry experience. His prior experience includes roles at PNC Wealth Management, Bank of America, and Merrill Lynch. Outside of finance, he has experience in the food service industry with positions at Churromania and Buffalo Wings and Rings. 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 and primarily constructs portfolios from Vanguard funds and ETFs, integrating tax-aware features and customization options.

Alaira Olmos is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and four years of industry experience. She has worked at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2022, with prior experience at Equitable Advisors, Northwestern Mutual, and other roles including at Clix Portrait Studios and the University of North Florida. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through its digital platform and extensive advisory team.

Virgil Norris Jr. is a Series 66-credentialed financial advisor with 18 years of industry experience, currently with Vanguard Advisers. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, Equitable Advisors, and operating his own e-commerce business. Since 2023, he has been self-employed in e-commerce, selling items online. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants, using a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs. The firm manages a large client base through a scalable digital platform and offers a variety of customized investment solutions.

Kim Hong is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Prior to joining Vanguard Advisers in 2025, Kim held roles within various Vanguard entities since 2022 and gained experience in mortgage services and staffing agencies. 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 utilizing proprietary models and primarily Vanguard funds and ETFs, delivering services at scale through a combination of digital platforms and advisor teams.

Amanda Akowski is a financial advisor at Vanguard Advisers with a Series 66 designation and four years of industry experience. She has worked at multiple Vanguard entities since 2021 and has prior experience at Chick-Fil-A, Geico, and Colorado Christian University. 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 approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and managing hundreds of thousands of client relationships through its digital platform and team servicing model.

Brad Kniff is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 33 years of industry experience. He has worked across various Fidelity entities since 1993, most recently joining Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Joseph Cuff is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and 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, and institutional investors.

Osher Saboni is a financial advisor at Vanguard Advisers with Series 66 designation and three years of industry experience. His prior work includes roles at Fidelity Investments, NOA Services, and the University of Texas at Dallas. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach, with portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Eric Wynn is a Financial Advisor and Senior Portfolio Advisor with Tarver & Campbell Wealth Partners at Merrill. He helps oversee approximately $7.2 billion in client assets and liabilities as of December 2025. Eric advises high-net-worth individuals, family offices, and business owners across domestic and international markets, delivering purpose-driven wealth strategies aligned with clients' family, business, and philanthropic goals. Eric has a broad and technical background spanning wealth planning, portfolio construction, liability management, and risk oversight, with particular expertise in derivatives-based strategies, including options, structured solutions, and hedging techniques. He began his career at Fidelity Investments in 2012 while attending the University of Texas at Dallas in the evening, later working in oil & gas and insurance compliance before joining Merrill Lynch Wealth Management in 2017. Eric holds professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Eric serves on the leadership board of Bank of America's Asian Leadership Network and as a board member of the Dallas Market Asian Business Council. He is involved in community programs such as the Dallas Police Department Community Outreach Program and Habitat For Humanity. Eric lives in McKinney, Texas, with his wife Jia and their son Ian. Outside of work, he enjoys playing guitar, running, studying world history, cooking, gardening, music, reading, spending time with his family, traveling, and watching movies.

Donovan Iglesias is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and nine years of industry experience. His career includes roles at Merrill Lynch, Bank of America, Edward Jones, and J.P. Morgan entities. Outside the advisory field, he was involved in the restaurant business with Haywire Restaurant from 2018 to 2020. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process incorporates centralized due diligence with quantitative and qualitative analysis, offering tailored recommendations within an ESG eligibility framework.

Taryn Watson is a Financial Advisor with Merrill Lynch Wealth Management. She has dedicated the past 12 years to the financial services industry, developing expertise in personalized wealth management and building strong client relationships. Taryn focuses on understanding her clients' families, financial situations, and priorities to create customized financial strategies that adapt to changing needs and market conditions. Her approach incorporates access to investment insights from Merrill and banking and lending solutions from Bank of America. Taryn’s areas of client focus include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA) and earned her bachelor's degree from the Oklahoma State University System. Outside of her professional work, Taryn enjoys golfing, interior decorating, painting, and swimming. She approaches her role with a commitment to accessibility, knowledge, and understanding, working one-on-one with clients to develop financial strategies aimed at achieving their long-term goals.

Christian Rodriguez is a financial advisor with Charles Schwab in Plano, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2014, with additional experience at TD Ameritrade. Outside of his advisory role, Christian serves on the executive committee of the Cotton Bowl Athletic Association as Treasurer and holds board positions with the National Football League Alumni Association, Campaign for Kindness, and the Texas A&M Lettermen's Association. 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 and discretionary investment advisory services supported by a large integrated structure serving a broad client base.

Kelly Webb is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Webb has worked with Raymond James since 2010 and also owns KNL Investments. Outside of finance, he has been a sports official since 2001. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutions. The firm uses analytical tools and risk profiling to tailor recommendations and supports advisory programs alongside institutional consulting and portfolio management.

Micahlyn Bingham is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, Akumin, and Whole Foods Market. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

David Day is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and three years of industry experience. He has held positions at several firms, including Berthel, Fisher & Company Financial Services, Inc., and William Kruse & Co LLC. Outside of finance, he has been involved with the Lone Star Wind Orchestra. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach combines quantitative and qualitative research in a non-discretionary program focused on asset allocation advice, manager searches, and customized performance reporting.

Richard Erling is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. Outside of finance, he is involved in a hobby photography business called Erling Photography. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers derivatives and commodities capabilities not common among similar programs.

Richard Ibarra is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services for seven years. Outside of his advisory role, he is the founder and president of the Richardson Mustang Wrestling Club in Dallas, where he coaches and recruits youth wrestlers. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Sunil Satnarain is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA since 2017, following three years at HSBC Private Bank. 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 and fund searches, and customized performance reporting. Their advisory process uses a combination of quantitative screening and qualitative research, supported by centralized due diligence, and incorporates an ESG eligibility framework within eligible strategies.