David Dominguez is a financial advisor at Edward Jones with 17 years of industry experience and holds the Series 66 designation. His career includes prior roles at JPMorgan Chase Bank, Fidelity Brokerage Services, USAA Investment Management Company, and earlier tenure at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Kenneth Garcia Trevino is a financial advisor at J.P. Morgan Securities in Plano, TX, holding Series 66 and Series 63 licenses with four years of industry experience. His background includes roles at Morgan Stanley, Ernst and Young, and Luxemborg Trading LLC prior to joining J.P. Morgan Securities. 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 through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG frameworks and leveraging a range of regulatory registrations that support broader derivatives and commodities capabilities.

Michael Mc Means is a financial advisor with UBS Financial Services in Plano, TX. He holds Series 66 and Series 63 licenses and has three years of industry experience, including prior roles at Goldman Sachs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Jason Bardin is a financial advisor with Primerica Advisors in Allen, TX, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has worked at Primerica Advisors since 2007 and at Primerica Financial Services since 2006. Prior to this, he spent five years with Keller Williams Realty Lake Cities. Bardin also engages in sales of loan products and home security referrals through affiliated Primerica companies. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based investment strategies supported by third-party managers and custodians, and operates on a large scale with thousands of advisors and billions in assets under management.

Richard Middleton II is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

Brian Brown is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1996. He holds a Series 63 designation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, and it incorporates an ESG eligibility framework in its recommendations.

Alexander Kopenhaver is a Series 66-credentialed financial advisor with LPL Financial, based in McKinney, TX, and has one year of industry experience. His background includes roles at LPL Financial and teaching positions at UT Tyler, Independence High School, and Scoggins Middle School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by extensive operational tools and a broad platform that includes non-advisory financial services.

Sergio Berumen is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and bringing 10 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill from 2012 to 2022, and he has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2022. 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. The firm’s advisory process integrates quantitative screening and qualitative research with forward-looking market assumptions to develop model asset allocations within an ESG eligibility framework.

Keaton Anderson is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fisher Investments and Fidelity Investments. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with proprietary models to construct diversified portfolios largely composed of Vanguard funds and ETFs.

Takaaki Morita is a financial advisor with RBC Capital Markets in Frisco, TX. He holds Series 65 and Series 63 credentials and has been in the industry since 2026, with prior experience at J.P. Morgan Securities and several roles before entering the financial sector. RBC Wealth Management, a division of RBC Capital Markets, LLC, 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 each client's risk profile, leveraging both in-house and third-party investment managers.

Joel Koelpin is a Series 65-licensed financial advisor with Edelman Financial Engines, based in Celina, TX, and has two years of industry experience. He previously worked at Fisher Investments and held various roles in education and banking before joining Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Andrea Deeley is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in holistic wealth planning. She works closely with successful families, business owners, executives, CFOs, and retirees to develop personalized financial strategies that align with their long-term goals. Her areas of focus include retirement planning, family wealth management, legacy planning, business transition strategies, college education planning, philanthropic planning, tax minimization, and portfolio management services. Andrea holds professional designations as a Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She completed an accredited certificate program at The American College of Financial Services and attended Liberty University. Andrea collaborates with her clients and their trusted advisors to ensure comprehensive coordination of their financial lives. Beyond her professional role, Andrea is committed to community involvement and volunteers with local organizations. Her personal interests include baseball, fishing, traveling, and spending time with her family. She is married with three children, including two young adult daughters and a teenage son.

Edgar Barrera Amaya is a financial advisor with J.P. Morgan Securities in Plano, TX. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining J.P. Morgan Securities in 2022, he worked briefly at Family First Life and spent three years in the restaurant industry. 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. The firm’s advisory process combines quantitative and qualitative due diligence and includes broader derivatives and commodities capabilities.

Mark Kingsbery Jr. is a financial advisor with Thrivent Investment Management in Allen, TX, holding Series 63 and Series 66 licenses and having seven years of industry experience. His career has been primarily with Thrivent since 2017, with prior roles including positions at Arizona State University and Starbucks Coffee Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive written recommendations and the option to integrate planning with managed accounts through its consolidated billing program, WealthPlan.

Stephen Clifton is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. He has worked at JPMorgan Securities since 2019 and previously held roles at Capital One Advisors, Capital One Investing, and JP Morgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program 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.

Loon Chan is a financial advisor at Vanguard Advisers with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities and Fidelity Brokerage Services. Chan was also involved with PandaChans Productions from 2016 to 2018. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering customization options including ESG preferences and tax-aware strategies.

Tony Harvey is a financial advisor with UBS Financial Services in Plano, TX, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he is involved with WorldVentures Marketing LLC. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services supported by proprietary research and capital market models.

Nicholas Adamson is a financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is a co-owner of a vending machine and video game supply business serving bars and clubs, and he serves on the Board of Governors for the Dallas Symphony. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its recommendations, with a centralized team delivering non-discretionary advice in partnership with financial advisors.

Scott Vehslage is a financial advisor at UBS Financial Services in Plano, TX, holding a Series 63 designation with 36 years of industry experience. He has been with UBS Financial Services since 1989. Outside of his advisory work, he is a passive investor in a private real estate investment LLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Hayden Dunning is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66 and Series 63 licenses and also owns an e-commerce business selling sports gear on Amazon. Prior to his current role, he has worked at JPMorgan Chase Bank, N.A. and several other companies. 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 advisory process emphasizes 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.