Sherry Mitterer is a financial advisor with RBC Capital Markets in Frisco, TX. She holds Series 65 and Series 63 designations and has four years of industry experience, including prior roles at Raymond James & Associates and Cambridge Associates. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management as well as financial planning and brokerage services.

Matthew Blair is a financial advisor with Raymond James & Associates in Frisco, TX, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Bank of America and Merrill, where he worked for over a decade combined. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Alannah Rodricks is a Financial Consultant at Fidelity Investments. She holds the Certified Financial Planner™ designation and focuses on retirement planning and investment guidance, ensuring that clients understand their financial plans. She has been with Fidelity Investments since 2014, holding various roles including Client Management Representative, Portfolio Specialist, Investment Consultant, and currently Financial Consultant. Prior to joining Fidelity, she worked as an Investment Counselor at Fisher Investments from 2018 to 2019. Her professional experience centers on investment consulting and portfolio management within the financial services industry.

Gerald Pierce is a CFP® professional with 27 years of experience in the financial industry. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Shawn Nicholas is a financial advisor at UBS Financial Services in Plano, TX, with 34 years of industry experience. He has been with UBS since 1993 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research to tailor plans to clients' goals and risk tolerances.

Qingyi Mark Liang is a financial advisor with Cetera, holding a Series 66 credential and 16 years of industry experience. He has been with Cetera and its affiliated entities since 2015 and is based in Plano, TX. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management services and operates as a multi-manager platform, allowing advisors to use affiliated or third-party managers or develop custom strategies across various program structures and custodial relationships.

Maria Perez is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan and JPMorgan Chase Bank since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and delivers services on a non-discretionary basis.

Richard Stevens is a financial advisor with Edward Jones in McKinney, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Stevens previously owned STEVECORP, INC., a Maaco auto paint and bodywork business that was closed and sold in 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of advisors and branch offices.

Yanmin Young is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and 16 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with Jpmorgan Chase Bank, N.A. since 2010. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program.

Richard Mason is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 2006. Merrill, along 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.

Kenneth Poskey is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His work history includes roles at Cetera Investment Services LLC, Regions Bank, Elliott Electric Supply, and Texas A&M University. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and retirement services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Lance Sutton is a financial advisor at Merrill with Series 66 and Series 63 credentials and three years of industry experience. He previously worked at Charles Schwab and New Bath Technologies and has a background that includes roles in education and technology. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Hannah Ubanoski is a financial advisor at RBC Capital Markets with Series 63 and Series 65 licenses and two years of industry experience. She has held positions at RBC Wealth Management and Ernst & Young, LLP, among others. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Ira Kravitz is a financial advisor with UBS Financial Services in Plano, Texas, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he is involved in estate planning through entities such as The Tobster Irrevocable Trust and Tobster Limited Partnership. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocation to tailor financial plans to clients’ goals and risk tolerances.

Paul Sobran is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds a Series 66 designation and has previously worked at Empower Financial Services, Wells Fargo Bank, Bank of America, and Merrill. He is based in Plano, Texas. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary models to create personalized asset allocations, primarily using Vanguard funds and ETFs.

Jason Williams is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase bank. Outside of his advisory role, he has ownership in a personal trading LLC alongside his involvement in Ryder Properties, LLC. 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 solutions grounded in an IPS-driven process and modern portfolio theory. The firm’s approach includes a broader range of financial products than many peers, including insurance-related vehicles and bank deposit sweep options.

Ingrid Morgan is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities since 2013, including its predecessor entity, with a brief tenure at Amazon in 2020. Outside of finance, she has experience in the hospitality industry through her work at Crowne Plaza North Hotel. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering advisory services on a non-discretionary basis.

Troy Bonner is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA-CREF from 2007 to 2020 before joining J.P. Morgan Securities in 2021. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Trinidad Salinas is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. Salinas previously worked at Charles Schwab and LPL Financial. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that employs proprietary methodologies and models. The firm manages a large client base through a combination of digital platforms and advisory teams, focusing on portfolios constructed mainly from Vanguard funds and ETFs with various tax-aware and customization features.

Justin Goldberg is a Series 66-licensed financial advisor at J.P. Morgan Securities with nine years of industry experience. He previously worked at Bank of America/Merrill Lynch for 19 years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities 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. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.