Patrick Mcculler is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2015. Outside of his advisory role, he is involved in several business ventures including ownership and investment interests in oil and gas LLCs, as well as automotive customization and exotic car ownership. He has also served on the board of a drug and alcohol treatment center for women. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

John Macatangay is a financial advisor at J.P. Morgan Securities with 16 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. 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 combines quantitative and qualitative research supported by a centralized due diligence team and includes capabilities in derivatives and commodities.

Marcel Levi is a Series 66 credentialed advisor with Vanguard Advisers, based in Plano, TX. He has been with Vanguard Advisers and affiliated Vanguard entities since 2026. Prior to that, he held positions at International AM, Northwestern Mutual, and in educational and catering roles in Singapore. 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 using proprietary models to create personalized asset allocations primarily composed of Vanguard funds and ETFs.

Wes Taylor is a financial advisor with LPL Financial and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at Beaumont Financial Partners, AssetMark, and BlackRock. He previously operated the Wes Taylor Agency, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing a broad range of advisory and brokerage services.

Eugene Swank is a financial advisor with LPL Financial in Garland, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2007, following a brief tenure at Edward Jones. Outside of his advisory work, he is involved with Westland Financial Services Inc, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services utilizing both proprietary and third-party strategies across various platforms.

Brandon Baker is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, and Thrivent Financial. 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’s advisory process combines quantitative screening and qualitative research with an ESG eligibility framework and leverages broader derivatives and commodities capabilities.

Kelly Ha is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various affiliates of JPMorgan Chase since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Christian Calderon is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at multiple financial firms, including USAA Investment Services and J.P. Morgan Securities, with current tenure at JPMorgan Chase Bank since 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a mix of quantitative and qualitative research.

Monica Cooper is a financial advisor at Edward Jones in Wylie, TX, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Lisa Allen is a financial advisor with LPL Financial in Mesquite, TX, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has worked at Neighborhood Credit Union and LPL Financial in multiple periods since 2006 and has held roles at Aflac, MassMutual, and MML Investors Services. Outside of advisory work, she has been employed as a delivery driver for DoorDash. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies.

Qui Dao is a financial advisor with Merrill in Richardson, TX, holding Series 63 and Series 66 licenses and with 12 years of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank for 12 years and has experience with The University of Texas at Dallas and Q-KUTS. 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.

Derek Vaughn is a financial advisor at Ameriprise in Dallas, TX, holding a Series 66 designation with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

David Acosta is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including JP Morgan Securities LLC, Avantax Advisory Services, USAA Financial Planning Services, and Fidelity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Giovanny Olvera is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has worked at Bank of America and Merrill since 2019 and has prior experience at Texas Tech University and Autozone. Merrill 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.

Tuan Dau is a financial advisor with Ameriprise in Plano, TX, holding a Series 63 designation and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Patrick Orender is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been affiliated with Primerica Advisors and Primerica Financial Services since 1997. Outside of advisory work, he is a partner in Orenders Champions, LLC, which manages desktop publishing and book sales related to leadership and business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily through model portfolio strategies managed by unaffiliated asset managers and supports trade execution and custody through established custodians.

Bruce Hagemann is a financial advisor at LPL Financial in Plano, TX, holding Series 63 and Series 65 licenses with 32 years of industry experience. His prior roles include positions at BBVA Securities Inc., Bbva Wealth Solutions Inc., and BBVA Compass Insurance Agency Inc., spanning over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Jordan Webb is a financial advisor at Edward Jones in Mesquite, TX, holding a Series 66 designation. Webb began working at Edward Jones in 2026 and has prior experience in various roles including positions at Forney Independent School District and Triumph Logistics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

James Wade is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial. His career includes long-term roles at Avantax Advisory Services and Avantax Investment Services, alongside operating Jim Wade Enterprises Inc. Since 1977, he has also maintained a tax practice and serves as an election judge in Dallas County. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning, portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Jason Habern is a CFP® with 28 years of experience at Edward Jones, where he has worked since 1998. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he manages a living trust that provides rental housing for his daughter and her friends while she attends the University of Arkansas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of advisors and branches, as well as its additional services including a trust company and securities-based lending.