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.

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.

Laura Gentry is a financial advisor with LPL Financial in Denton, TX, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has been with LPL Financial since 2005. In addition to her advisory role, she serves as secretary and treasurer of her husband's business and is the sole owner of Warren-Gentry Enterprises, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Enrique Perez is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 65 and Series 66 licenses and one year of industry experience. His prior experience includes roles at Amazon, HD Supply, and the Small Business Development Center at the University of La Verne. 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 within a non-discretionary advisory program.

Andrea Torcates is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2026, she worked at EY and held positions in education and hospitality. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a broad range of clients including individuals, high-net-worth clients, and institutional entities.

Jonathan Nance is a CFP®-certified financial advisor with Edward Jones in Plano, TX, where he has worked since 2011, accumulating 15 years of industry experience. In addition to his advisory role, he manages family ranch land and serves as treasurer for a cattle operation in Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory solutions and affiliated investment products supported by a large network of advisors and branch offices nationwide.

Preston Bonds is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and order-routing.

James Moore is a Series 66-licensed financial advisor at Merrill with three years of industry experience. His prior work includes roles at Bank of America and teaching positions at several universities, including Hardin-Simmons University. 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.

Richard Scordo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and over 21 years of industry experience. Before joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for a combined 22 years. He is also the owner and operator of Scordo Insurance Agency, which offers commercial and personal lines insurance, and serves as a general member on the board of Metro Relief, a for-profit organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm typically employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, while also offering access to third-party asset managers and various financial planning services.

Jillian Dits is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America and Luther King Capital Management. Outside of finance, she works as a sculpting instructor at Align Studio in Dallas. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Christopher Ramirez is a financial advisor with Ameriprise in Frisco, TX, holding Series 63 and 65 licenses and six years of industry experience. His prior work includes roles at Wells Fargo Clearing, NTB Financial Corporation, J.P. Morgan Chase Bank, and First Bank Southwest. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team and combines algorithmic automation with advisor input to tailor retirement strategies.

Adrian Garcia is a financial advisor at Fidelity with 13 years of industry experience and holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked at TIAA-CREF Individual & Institutional Services from 2016 to 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary management, fund advisory, and model portfolios.

Lakshmi Srinivas is a financial advisor with Vanguard Advisers, holding Series 65 and Series 63 licenses and four years of industry experience. She has worked at The Vanguard Group, Inc. since 2022 and has prior experience in education and staffing sectors. 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 with portfolios primarily composed of Vanguard funds and ETFs.

Nannette Sabo is a financial advisor with Vanguard Advisers, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. She has worked at multiple firms, including Morgan Stanley, Citigroup Global Markets, and Cumberland Advisors. Outside of her advisory role, she owns Mon Parachute Equus, LLC, a business specializing in equine and canine therapy. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs.

Jacob Hardman is a financial advisor with Vanguard Advisers based in Plano, TX. He holds Series 63 and Series 66 licenses and has three years of industry experience. His work history includes roles at various Vanguard entities since 2023. Vanguard Advisers offers automated and human-supported investment advice, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies to tailor asset allocations and constructs portfolios largely from Vanguard funds and ETFs.

Jim Cooper is a financial advisor with LPL Financial in Corinth, TX, holding Series 63 and Series 65 registrations and 20 years of industry experience. His prior roles include positions at OSAIC and Sagepoint Financial, INC. Outside of his advisory work, Cooper is the owner of On Target Gunsmiths, LLC, a business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advanced research and operational tools.