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.

Gabriella Cunningham is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and beginning her advisory career in 2026. Her prior work experience includes roles outside the financial services industry at Del Frisco Double Eagle and various positions in the hospitality and retail sectors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kyle Shipley is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2016. 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 plans, corporations, and charitable organizations.

Amanda Colon is a Financial Advisor at Merrill Lynch Wealth Management, where she has served for nearly five years. She specializes in guiding women executives, business owners, and families through retirement planning, business transitions, and various life changes. Amanda provides tailored financial strategies focused on areas such as college education planning, family wealth management, legacy planning, and philanthropic planning, among others. Amanda holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her Bachelor's Degree from the University of North Texas. Fluent in English and Spanish, Amanda combines her diverse cultural background and extensive experience across multiple industries to support clients in financial clarity and life fulfillment. Outside of her professional role, Amanda enjoys performing music as a singer-songwriter, traveling, and spending time with her family. She lives in North Texas with her husband, daughter, and two dogs.

Robert Senter III is a financial advisor at UBS Financial Services in Plano, TX, with 15 years of industry experience and a Series 66 designation. He has worked at UBS and Bank of America since 2015. Outside of his advisory role, he is involved in managing investment LLCs focused on oil and gas as well as ownership interests in Dog Haus franchise ventures. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor investment strategies.

Samuel Green is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2023. Green has also been associated with Spc and Sigma Financial Corporation since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources along with advanced technologies.

Tyler Theriault is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional with over 10 years of experience in the financial services industry. Tyler earned a bachelor's degree in personal financial planning from Texas Tech University. Tyler specializes in working with high net worth families and small business owners, managing discretionary investment portfolios and providing services in retirement planning, college education planning, family wealth management strategies, legacy planning, liquidity management, tax minimization, and portfolio management. His approach focuses on developing personalized financial plans to help clients achieve their financial objectives and build a secure future. Outside of his professional work, Tyler enjoys cooking, football, golfing, hiking, music, pickleball, running, tennis, watching movies, and spending time with his family. He holds professional designations as a CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor.

Robert Luten is a financial advisor with Vanguard Advisers, holding Series 63, Series 65, and Series 66 licenses and bringing nine years of industry experience. Before joining Vanguard in 2025, he worked at Charles Schwab & Co., Inc. and TD Ameritrade, among other firms. Outside of his advisory role, he owns Luten Ventures, LLC, a business focused on sports memorabilia sales. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm combines goal-based, algorithm-driven portfolio management with a proprietary glide-path methodology, offering a range of customizable portfolios built mainly from Vanguard funds and ETFs.

Teri Sundberg is a financial advisor at UBS Financial Services in Plano, TX, with 21 years of industry experience. She holds the Series 66 designation and has worked at Merrill and UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to a wide range of capital markets services.

Peyton York is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., where he is currently employed. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios primarily using Vanguard funds and ETFs, combining scale with digital delivery across a broad client base.

Jon Weidenbach is a financial advisor with LPL Financial in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he is involved in youth hockey coaching, serving as head coach for the Plano West Junior Varsity Club and as an assistant coach for the McKinney North Stars. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Jennifer Richter is a financial advisor with LPL Financial in Prosper, TX, holding a Series 66 designation. She has been with LPL Financial LLC/Thomson Investment Group since 2005, totaling 21 years of industry experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jesse Jones is a financial advisor with Ameriprise in Princeton, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory work, Jones is involved in casino entertainment, staffing casino tables for corporate and charity events. Ameriprise is a large institutional firm that offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, delivered through a centralized consulting team in partnership with client advisors.

Robert Mitchell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc and Morgan Stanley Private Bank. Mitchell serves as an advisory board member for Great Taste of Texas Holding Company. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser network.

Paul Hensley is a CFP®-designated financial advisor with Vanguard Advisers, holding Series 65 and Series 66 licenses and four years of industry experience. His career includes roles at Vanguard Advisers, The Vanguard Group, Creative Planning, Hightower Advisors, and Plancorp. Vanguard Advisers offers 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 to construct portfolios primarily from Vanguard funds and ETFs, combining scale with digital delivery to serve a large client base efficiently.

Justin Brown is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Edward Jones, BOK Financial, Merrill, and New York Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial planning services utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Mason O'Hara is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having started his advisory career in 2025. Prior to joining J.P. Morgan Securities, he gained experience at J.P. Morgan Chase & Co and worked at Finkbine Golf Course. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Leslie Brownlee is a financial advisor with Edward Jones in Carrollton, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Leslie worked at Legacy Senior Communities and Edgemere. Outside of advising, Leslie manages a rental property in Denison, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Collin Robinson Jr. is a CFP®-designated financial advisor with 22 years of industry experience, currently with Vanguard Advisers. He has been with THE Vanguard Group, Inc. since 2003. Outside of his advisory role, he has been involved with the Charlotte Soccer Club since 2002. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach combines goal-based, algorithm-driven strategies with portfolios mainly constructed from Vanguard funds and ETFs, featuring tax-aware and customizable options.

Paul Phillips is a financial advisor with Vanguard Advisers, holding Series 63, 65, and 66 licenses and 23 years of industry experience. He has worked at firms including First Command Financial Services, Mission Square Retirement, U.S. Bancorp Investments, and Schwab Private Client Investment Advisory. Phillips maintains an insurance license but has no other business activities reported. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios constructed mostly from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisor teams.