Sean Conti is a financial advisor with LPL Enterprise in Plano, TX, holding Series 65 and Series 63 licenses and 28 years of industry experience. His prior roles include positions at Fidelity, Fisher Investments, VALIC Financial Advisors, and several other wealth management firms. He is involved with 3266partners, LLC, an entity related to investing and collecting firearms. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning services, and insurance products through affiliated entities.

Julian Kidd is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and 17 years of industry experience. His career includes prior roles at Merrill, Equitable Advisors, and Morgan Stanley. Outside of his advisory work, he is an owner and partner in 23 Red Ventures LLC and Urban Air Adventure Park, an entertainment business in Temecula, CA, in which he holds a passive investment. 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 research and incorporates ESG criteria, with implementation support from affiliated investment management entities.

David Meadors is a financial advisor at Morgan Stanley with 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he participates in acting classes through John Casablancas. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include investment strategies as well as broader financial and estate planning solutions.

Brian Janus is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 25 years of experience in financial advising, including 20 years at Merrill. Brian specializes in helping multi-generational families, business owners, and individuals approaching or living in retirement navigate complex financial situations. His expertise includes retirement planning, business succession, college education funding, legacy planning, and investment strategy. Brian holds the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp. and earned a Bachelor of Science in Business from Miami University in Oxford, Ohio. He leads a team that includes Financial Advisors Cindy Chaiten and Harvey Rosenberg, as well as Wealth Management Client Associate Joaquin Roman. Together, they focus on understanding each client's unique financial goals, risk comfort, and visions for the future to create personalized wealth management strategies. Originally from Cleveland, Brian now resides in North Dallas with his wife Sarah, their two children, Giuliana and Nicolas, and their French Bulldog, Bear. He has a deep appreciation for entrepreneurship, influenced by early jobs in a greenhouse and bakery. Outside his professional work, Brian enjoys golf, pickleball, fitness, travel, and basketball. He has coached CYO basketball for years, contributing to the community by teaching young athletes the values of discipline, dedication, and teamwork.

James Lehman is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in product design through his ownership of QuadCycle, LLC, and participates in other business activities related to support services and consumer product development. Ameriprise is an institutional firm that provides retirement-income planning and a broad range of advisory, brokerage, and insurance solutions. Its retirement-income service combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily serving clients with significant investable assets.

Cary Tucker is a financial advisor with RBC Capital Markets in Frisco, TX, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at City National Bank, Morgan Stanley Private Bank, Morgan Stanley, Wells Fargo Clearing, and A. G. Edwards & Sons. Outside of his advisory work, he is the owner of Motherboard Ventures, LLC, a software and services company focused on parenting, and also serves as a consultant for a service-disabled veteran-owned medical device business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client’s risk profile.

Bhavya Shukla is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in Corporate Executive Services, Education Planning, Tax Minimization, and Retirement Income. In her role, she focuses on helping clients bring structure, discipline, and perspective to their financial decisions, ensuring alignment with their broader objectives. Bhavya holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Texas at Austin. Fluent in Hindi and English, she provides strategic perspective and personalized guidance to help clients navigate the complexities of wealth management. Outside of her professional work, Bhavya enjoys painting, reading, and writing. Her approach emphasizes uncovering what matters most to clients and their families to create strategies that pursue their financial goals.

Brianne Imperial is a CFP® professional with 14 years of experience currently working at UBS Financial Services in Plano, TX. She has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources to support client strategies.

Robert Coker is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and eight years of industry experience. His career includes roles at Wells Fargo Bank and JPMorgan Chase Bank, along with a brief period as a self-employed general contractor. He also served for one year at Stephen F Austin State University’s Ruche College of Business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Alexander Singleton is a financial advisor at Vanguard Advisers based in Plano, TX. He holds a Series 66 designation and has been in the industry since 2026. Outside of his advisory role, he has been involved with the Coppell Youth Soccer Association. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios primarily composed of Vanguard funds and ETFs.

Matthew Manning is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at MML Investors Services Inc and MassMutual from 2010 to 2023. Outside of his advisory role, he is an insurance agent and owns Teleios Financial LLC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that utilize model-based asset allocation and portfolio optimization through various managed account programs.

Javier Rodriguez is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and previously spent a year at Hilton. Outside of his advisory role, he is involved with the Regional Hispanic Contractors Association as Vice Chairman of the Capital Campaign Committee and serves on the board of ALPFA. He is also an independent contractor for Nammi Food Truck, a restaurant in Dallas. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm uses a structured planning process supported by the Global Investment Committee’s analyses and offers a range of retail and institutional investment services.

Victoria Buenner is a financial advisor with J.P. Morgan Securities in Plano, TX. She holds a Series 66 designation and joined the firm in 2026. Prior to her current role, her work experience includes positions at JP Morgan Chase and involvement with the University of Florida Department of Recreational Sports. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their 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.

Dustin Elo is a CFP®-certified financial advisor with 19 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Investments, LLC and Wells Fargo Clearing in earlier roles. Outside of his advisory duties, he serves as treasurer for the Brockdale HOA in Lucas, TX, and for the Allen Indian Guides and Princesses in Colleyville, TX. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a network of over 14,000 financial advisors and provides both brokerage and advisory solutions.

Joseph Rodarte is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and one year of industry experience. Before joining Vanguard, he worked at Morgan Stanley and operated his own firm, JR Capital, LLC. Outside of financial advising, he is an independent consultant for LifeVantage Corporation, a direct sales company in the health and nutrition sector. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, primarily serving 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 a range of customization options and tax-aware features.

Willard Nopper is a financial advisor with Edward Jones in Lucas, TX, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Jairo Mejia is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Mejia is also involved with Walker Benefit Group, where he provides group health, dental, and vision insurance quotes to businesses. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and provides access to third-party asset managers, financial planning, and various insurance products through affiliated entities.

Robert Messett Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Commonwealth Financial Network, WFG Investments, and Guardian Life. Outside of his advisory work, he is the owner of Messett Financial, LLC, which operates securities, advisory, and insurance businesses. 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 a range of financial planning and investment services through a large network of investment adviser representatives, using model portfolios, third-party subadvisors, and various strategic approaches.

Rachel Whitfield is a Series 66 licensed financial advisor with five years of industry experience. She currently works at Vanguard Advisers and its affiliated entities, having previously been employed at Bank of America and Merrill Lynch. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach primarily constructed from Vanguard funds and ETFs.

Allyson Baker is a financial advisor with Merrill based in Frisco, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. She previously worked at Fidelity Brokerage Services LLC and Bank of America, N.A. Outside of her advisory role, she operates a freelance photography business under Allyson B Photography. 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 strategies for a range of individual and institutional clients.