David Nesbit is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Investments, LLC and Citigroup Global Markets. Nesbit is based in Frisco, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics to guide investment decisions.

Jennifer Carter is a financial advisor at Vanguard Advisers with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including E*Trade Securities, Fidelity Brokerage Services, Fisher Investments, and USAA Financial Planning Services. Carter is currently employed by The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. 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 methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Gabriella Cunningham is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and beginning her advisory career in 2026. Her prior work experience includes roles outside the financial services industry at Del Frisco Double Eagle and various positions in the hospitality and retail sectors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering 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.

Bryan Hall is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Fidelity Investments and TD Ameritrade, among others. 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 to build model asset allocations and incorporates ESG considerations where applicable.

Kyle Shipley is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2016. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amanda Colon is a Financial Advisor at Merrill Lynch Wealth Management, where she has served for nearly five years. She specializes in guiding women executives, business owners, and families through retirement planning, business transitions, and various life changes. Amanda provides tailored financial strategies focused on areas such as college education planning, family wealth management, legacy planning, and philanthropic planning, among others. Amanda holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her Bachelor's Degree from the University of North Texas. Fluent in English and Spanish, Amanda combines her diverse cultural background and extensive experience across multiple industries to support clients in financial clarity and life fulfillment. Outside of her professional role, Amanda enjoys performing music as a singer-songwriter, traveling, and spending time with her family. She lives in North Texas with her husband, daughter, and two dogs.

Julie Hess is a financial advisor at Edward Jones with four years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Charles Schwab & Co., Inc., TD Ameritrade, and Baylor Scott and White Medical Center. Outside of finance, she has delivered food orders for Uber Eats. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated products under a fiduciary standard.

Robert Senter III is a financial advisor at UBS Financial Services in Plano, TX, with 15 years of industry experience and a Series 66 designation. He has worked at UBS and Bank of America since 2015. Outside of his advisory role, he is involved in managing investment LLCs focused on oil and gas as well as ownership interests in Dog Haus franchise ventures. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor investment strategies.

Tyler Theriault is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional with over 10 years of experience in the financial services industry. Tyler earned a bachelor's degree in personal financial planning from Texas Tech University. Tyler specializes in working with high net worth families and small business owners, managing discretionary investment portfolios and providing services in retirement planning, college education planning, family wealth management strategies, legacy planning, liquidity management, tax minimization, and portfolio management. His approach focuses on developing personalized financial plans to help clients achieve their financial objectives and build a secure future. Outside of his professional work, Tyler enjoys cooking, football, golfing, hiking, music, pickleball, running, tennis, watching movies, and spending time with his family. He holds professional designations as a CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor.

Robert Luten is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Charles Schwab & Co., TD Ameritrade, and other financial services firms. Outside of his advisory role, he owns Luten Ventures, LLC, a sports memorabilia business specializing in sports card sales. Vanguard Advisers provides both 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 approach utilizing proprietary models and constructs portfolios mainly from Vanguard funds and ETFs.

Teri Sundberg is a financial advisor at UBS Financial Services in Plano, TX, with 21 years of industry experience. She holds the Series 66 designation and has worked at Merrill and UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to a wide range of capital markets services.

Peyton York is a financial advisor at Vanguard Advisers with Series 63 and Series 66 registrations and four years of industry experience. Prior to joining Vanguard Advisers in 2023, York held roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and Orion Portfolio Solutions. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized asset allocations, with portfolios constructed mainly from Vanguard funds and ETFs.

Jon Weidenbach is a financial advisor with LPL Financial in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at LPL Financial since 2011 and previously at Merrill from 2007 to 2011. Outside of his advisory role, he serves as a head coach for the Plano West Junior Varsity Club Hockey Team and as an assistant coach for the McKinney North Stars youth hockey organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers financial planning, asset management programs, and institutional platforms, supported by a large network of advisors and a broad range of investment options.

Primo Santos is a financial advisor at J.P. Morgan Securities in Flower Mound, TX, holding Series 63 and Series 66 licenses with eight years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Jennifer Richter is a financial advisor with LPL Financial in Prosper, Texas. She holds the Series 66 designation and has been with LPL Financial LLC / Thomson Investment Group since 2005, totaling 21 years of industry experience. 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, and institutional platforms, supported by a large network of advisors and technology tools for research and operational support.

Robert Mitchell is a financial advisor with Raymond James & Associates in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Morgan Stanley Private Bank, Morgan Stanley, Citigroup Global Markets, Wells Fargo Clearing, and Prudential Equity Group. He serves as an advisory board member for Great Taste of Texas Holding Company. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting with a range of portfolio management styles, supported by in-house research and a network of affiliated asset managers.

Paul Hensley is a CFP® with five years of industry experience currently affiliated with Vanguard Advisers. His prior roles include positions at Creative Planning, Hightower Advisors, and Plancorp. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans, offering automated and human-supported investment advice through digital and personal advisor services. The firm utilizes a goal-based, algorithm-driven approach with personalized asset allocations primarily using Vanguard funds and ETFs.

Justin Brown is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 20 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones, BOK Financial Private Wealth, Merrill, and several other firms. Brown also operates Brownstone Wealth Advisors as a DBA for his LPL business. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.

Mason O'hara is a Series 66 licensed advisor with J.P. Morgan Securities in Plano, TX, where he has worked since 2025. He has one year of industry experience and previously held roles at Gemini, Inc., Central State Bank, and other firms. Outside of finance, he has experience working at Finkbine Golf Course. 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 program’s advisory process integrates centralized due diligence combining quantitative and qualitative research and includes broad derivatives and commodities capabilities.

Leslie Brownlee is a financial advisor with Edward Jones in Carrollton, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Leslie worked at Legacy Senior Communities and Edgemere. Outside of advising, Leslie manages a rental property in Denison, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.