Steven Veydt is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Chartwell TSC Securities, TriState Capital Bank, and United Planners Financial Services of America. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Elizabeth Cooke is a Series 66-licensed financial advisor with Merrill in Frisco, TX, and has 18 years of experience with the firm. She has been with Merrill since 2008. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Martinez is a financial advisor with Vanguard Advisers, holding a Series 66 license and two years of industry experience. His work history includes roles at various Vanguard entities since 2023, along with prior experience at Sherwin Williams and Texas Tech University. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models, with portfolios largely composed of Vanguard funds and ETFs.

John Wasson is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has been associated with Fidelity Brokerage Services LLC since 2014. Outside of his advisory work, Wasson is also a church musician involved in album sales and studio recording. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it offers specialized services such as fund advisory and model portfolio delivery.

Duane Bogie is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior work includes roles at Wells Fargo Investments, LLC and UBS Financial Services. 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 a combination of brokerage and advisory solutions.

Thomas Miller is a CFA® charterholder with 26 years of industry experience, currently affiliated with Charles Schwab in Plano, TX. His work history includes multiple roles at Charles Schwab entities since 2006 and a period at Windhaven Investment Management, Inc., as well as operating ThomasPartners, Inc. from 2013 to 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab Center for Financial Research due diligence and a formal alternative-investment onboarding process.

Dru Cambron is a Series 66-licensed financial advisor with 12 years of industry experience, currently serving at J.P. Morgan Securities in McKinney, TX. His career includes roles at Merrill and TD Ameritrade prior to joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a program supported by centralized due diligence and a combination of quantitative and qualitative research.

William Byers is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 65 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at A. G. Edwards & Sons, Inc. and Mutual Money Flow Management. Outside of his advisory work, he manages rental property in Plano, TX. Wells Fargo Advisors serves individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research and analytics with diversification principles and modern portfolio theory, while offering a broad range of brokerage and advisory solutions.

Heather Hackworth is a financial advisor with Edward Jones in Allen, TX, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 1999. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and tax-efficient services, and operates under a fiduciary standard.

Timothy Waswick is a financial advisor with Primerica Advisors in Allen, TX, holding Series 63 and Series 65 licenses with 14 years of industry experience. Prior to his advisory career, he spent several years working in construction and related services and owns multiple small businesses outside the financial sector. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and offices, utilizing model-driven strategies managed by unaffiliated asset managers and supported by an overlay manager and custodial services.

Michelle Dove is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 63 designation and has worked at Merrill since 1985, including 17 years at Bank of America, NA. 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 and profit-sharing plans, corporations, and charitable organizations.

Jeff Dargatz is a financial advisor with LPL Financial holding a Series 66 designation and 29 years of industry experience. His prior experience includes roles at Elite Financial Management, Raymond James Financial Services, and Hilltop Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of advisors with various investment strategies and operational tools while offering integrated financial services beyond advisory, including insurance and banking partnerships.

Ropal Anderson is a financial advisor with Primerica Advisors in Allen, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. He has been affiliated with Primerica Advisors and Primerica Financial Services since 2023 and is also the owner of Lapor Tax Services LP, a non-investment related business. Additionally, he has a long tenure with AT&T Inc. since 2000. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while utilizing a tiered wrap fee structure.

Hayden Hardeman is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jacob Tipoff is a financial advisor with Vanguard Advisers in Plano, TX. He holds Series 66 and Series 63 designations and has one year of industry experience. His prior roles include positions at PFS Investments, Inc. and Primerica Financial Services. Outside of his financial career, he has been involved with several Methodist churches in Texas and has experience in music education and community services. 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 investment approach with portfolios constructed primarily from Vanguard funds and ETFs, offering multiple customization options and serving a large client base through a digitally enabled service model.

Jose Vargas is a financial advisor at J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 65 licenses with six years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., Wells Fargo, Washington Federal, and First Convenience 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 searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

John Terry II is a financial advisor at RBC Capital Markets with two years of industry experience. He holds the Series 66 designation and previously worked at Reddy Ice and Walmart. His background also includes four years at the University of Arkansas. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Steven Mc Cann is a Series 66 credentialed financial advisor with three years of industry experience. He has been with Edward Jones since 2023 and previously worked in the medical and sports medicine sectors. He maintains ownership of Rustic Medical LLC, an entity used for selling medical equipment and facilitating product introductions. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

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.