Daniel Martinez is a financial advisor at Vanguard Advisers with two years of industry experience. He holds the Series 66 designation and has worked in various roles at Vanguard-affiliated entities since 2024. His background also includes positions outside the investment industry, such as work in the floral business and higher education. 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 and offers portfolios built primarily from Vanguard funds and ETFs, supported by a large network of over 2,200 advisors.

John Wasson is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Fidelity Brokerage Services LLC since 2014. Outside of his advisory role, he is also active as a church musician, participating in album sales and studio recordings. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm serves both retail and institutional investors and maintains roles in commodity pool operation and fund advisory.

Duane Bogie is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Thomas Miller is a CFA® charterholder with 26 years of experience in the financial industry. He has been with Charles Schwab since 2018, including roles at Charles Schwab Investment Advisory, Inc. and Charles Schwab, and previously worked at Windhaven Investment Management, Inc. and ThomasPartners, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management services supported by centralized custody and operational infrastructure.

Jenny Lin is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera, Merrill, and Bank of America. Lin is currently based in Plano, Texas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Verda Johns is a financial advisor with Edward Jones in Princeton, TX, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. Outside of advising, she is involved in bookkeeping for a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with discretionary and non-discretionary investment strategies, offering a wide range of advisory services supported by a large network of advisors and branch offices.

James Aldendifer Jr. is a financial advisor with Raymond James Financial Services Advisors Inc. in Plano, TX, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Raymond James since 2013 and previously worked at Bell & Valente LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals, corporations, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools to model potential outcomes and supports a wide network of advisors and affiliated firms.

Dru Cambron is a financial advisor at J.P. Morgan Securities with 12 years of industry experience and a Series 66 designation. His prior work history includes roles at Merrill and TD Ameritrade Investment Management. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

William Byers is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 65 and Series 66 licenses and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he is involved in rental property management. 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 roughly $671 billion in assets across more than 14,000 advisors and offers a combination 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, holding Series 63 and Series 65 licenses and 14 years of industry experience. His work background includes roles in construction and contracting, alongside his long-term involvement with Aspen Tree Service. He is also the owner of Lyle Services, LLC and Loam 4days, LLC. Primerica Advisors is a large firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies from unaffiliated asset managers and provides custody and trade execution support through Pershing and BNY Mellon Advisors.

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 Series 66–licensed financial advisor with 28 years of industry experience. He is currently with LPL Financial, where he has worked since 2010, including prior tenures at Elite Financial Management and Raymond James Financial Services Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology such as machine learning to support its investment strategies.

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 Series 63 and Series 66 licenses and has been with various Fidelity entities since 2015. His current roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jacob Tipoff is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at PFS Investments, Inc. and Primerica Financial Services. Outside of his advisory work, he has been involved with several community organizations, including multiple First United Methodist Church locations and the Frisco School of Music. Vanguard Advisers provides 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 primarily constructed from Vanguard funds and ETFs, offering various customization options and serving a large client base through its digital platform and team servicing model.

Jose Vargas is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Wells Fargo, JPMorgan Chase Bank, N.A., Washington Federal, B1bank, and First Convenience Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.