Hunter Martinez is a Planning Consultant based in the Plano office, specializing in assisting clients with the development and implementation of their financial plans. He has been with Fidelity Investments since 2021, progressing through roles from Workplace Planning Associate to Workplace Planning Consultant III by 2025. Prior to joining Fidelity, he worked as an Associate Banker at JP Morgan Chase from 2020 to 2021. Throughout his career, Hunter has focused on workplace planning, gaining experience in various aspects of financial advisory services. His progression within Fidelity Investments reflects his commitment to supporting clients' financial goals through effective planning strategies. Outside of his professional role, Hunter enjoys activities such as beach outings, fitness, exploring food, social events with friends, golf, and outdoor adventures.

Robert Dillenback IV is a financial advisor with RBC Capital Markets in Frisco, TX, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at City National Bank, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers and integrated capital markets capabilities.

Ryan Aylor is a Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018. Prior to his current role, he worked briefly in a cleaning service business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Matthew Bell is a financial advisor with Cetera in McKinney, TX, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior firms include Innovative Strategies, Equity Services, Inc., and National Life Group. Bell is the owner of Bell Annuity Concierge, a consultancy supporting fixed, fixed indexed, and MYGA annuity products, and he works as a fixed and fixed index annuity consultant for True North Financial Solutions. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with discretionary and non-discretionary program options.

Jason Wills is a financial advisor with Merrill based in Frisco, TX. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Bank of America and Mass Mutual. Outside of finance, he was involved with Powerplay Fitness in 2017. 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.

Gregory Harned is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Merrill since 1985 and has also been affiliated with Bank of America since 2011. Outside of his advisory role, he manages an LLC that makes direct investments in private companies. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies implemented by internal teams and third-party managers.

Kevin Armes is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at LPL Financial since 2025. His prior roles include six years at Edward Jones and earlier positions at Bank of America, Merrill Lynch, and in education with Irving Independent School District. Outside of his advisory work, he has been involved with Las Colinas Country Club for over a decade and maintains a music theory YouTube channel. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports a wide range of investment strategies through its extensive network of advisors and offers integrated financial products and services alongside its advisory platform.

Bryson Bianco is a financial advisor at Vanguard Advisers with one year of industry experience. He holds the Series 66 designation and has prior experience at Tolleson Wealth Management, Southern Methodist University, and Morgan Stanley. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm’s approach combines goal-based, algorithm-driven asset allocation with portfolios constructed largely from Vanguard funds and ETFs, emphasizing scale and digital delivery.

Luis Lemus is a financial advisor with Merrill in Frisco, TX, holding Series 65, Series 63, and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Continuous Capital, Goldman Sachs & Co. LLC, and Lord Abbett & Co. 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 a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dustin Allen is a financial advisor with Thrivent Investment Management in Allen, Texas. He holds the Series 63 and Series 66 designations and has two years of industry experience. Prior to his current role since 2023, he worked at CV Church from 2018 to 2022 and held positions at Lillard Lawn & Landscaping and Randall University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment services.

Robert Pugh is a financial advisor with LPL Enterprise in Plano, TX, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated product and service offerings.

Eric Francis is a CFP® with 17 years of industry experience, currently advising at Vanguard Advisers in Plano, TX. His prior experience includes roles at Morgan Stanley and Charles Schwab. Outside of finance, he operated a photography business, Mariah Francis Photography, LLC, for one year. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm combines algorithm-driven, goal-based asset allocation with predominantly Vanguard funds and ETFs, managing a large client base through its digital platform and extensive advisor team.

Donovan Bailey is a Series 66-credentialed financial advisor with Edward Jones in Argyle, TX, bringing two years of industry experience. Prior to joining Edward Jones, he worked in education at Fort Worth ISD and held roles in the specialty coffee industry. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,700 financial advisors.

Kristina Johnson is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Dallas, Texas. She joined Merrill in 2007 and works exclusively with ultra-high-net-worth individuals and families. Kristina has experience serving clients from diverse backgrounds, including U.S. Ambassadors, Pentagon officials, Silicon Valley executives, real estate developers, NFL Hall of Fame families, entrepreneurs, and multi-generational sugar farmers in Baton Rouge. She specializes in investment selection and portfolio construction tailored to each client's unique objectives. Her expertise includes managing large-volume equity transactions such as IPOs and secondary offerings, as well as utilizing private alternative investments, foreign exchange, derivative, and fixed income instruments. Kristina is dedicated to creating comprehensive, goals-driven strategies that simplify complex financial decisions and support long-term objectives. Kristina holds a bachelor's degree from the University of Houston with a concentration in Finance. She completed the Program in Financial Planning at Southern Methodist University and the Investment Management Theory & Practice CIMA program at the Yale School of Management. She is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Investment Management Analyst® (CIMA®) practitioner. Outside of her professional work, Kristina enjoys cooking, music, swimming, traveling, yoga, and spending time with family and friends. She is involved in community organizations including Habitat for Humanity and the Junior League of Dallas.

Scott Boris is a financial advisor with Edward Jones in Plano, TX, holding a Series 66 license and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 advisors.

Daniel Klein is a financial advisor at J.P. Morgan Securities in Plano, TX, holding a Series 66 credential with four years of industry experience. His prior roles include positions at Berthel, Fisher & Company Financial Services, Fiscal Harmony LLC, and Stearns Lending LLC. He also has experience running PASS Fitness LLC for eight years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Emily Patlan Lara is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously worked at Sam's Club as a pharmacy technician. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Natalie Pecha is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked in roles at Club4 Fitness, JPMorgan Chase, and Bibb Cunningham & Associates CPA, PLLC. 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 within a non-discretionary program.

John Terry is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and customizes strategies to clients’ risk profiles using a mix of in-house and third-party investment managers.

Clark Hurst is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he worked at several financial institutions including Longhorn Wealth Management, Osaic Wealth, and multiple credit unions and banks. He is also a member of Jughead Enterprises LLC, a partnership related to his wife's consulting business, where he assists with light bookkeeping. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through both automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with customized portfolios primarily constructed from Vanguard funds and ETFs, managing a large client base through a combination of digital platforms and advisor teams.