Travis Federick is a financial advisor with Ameriprise in Plano, TX, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise since 1998. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to produce tailored retirement plans and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Susan Guo is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial and Corptax Inc. Outside of her advisory role, she owns and operates a tax services business, REN & Associates Tax Services Inc., and is an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, institutional, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

David Taylor Jr. is a financial advisor at Wells Fargo Advisors in Frisco, TX, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning services tailored to clients meeting a net-worth threshold. The firm offers comprehensive planning and investment recommendations, utilizing Wells Fargo research and tools, with services that cover both common and specialized financial needs.

Jill Ehlers is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior roles include positions at Envision Wealth Strategies, Walnut Hill Advisors, and Principal Securities Inc. She serves as a volunteer board member for the Elkhorn Public School Foundation and operates a YouTube channel and related social media platforms through Wealth Health Family. Cambridge Investment Research Advisors provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm manages a multi-billion dollar asset base and offers access to proprietary model strategies as well as third-party advisers across multiple platforms.

Alejandro Martinez is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC and Strategic Advisers LLC prior to joining Vanguard. 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 uses a goal-based, algorithm-driven approach with portfolios primarily built from Vanguard funds and ETFs, offering various customization options including tax-aware features and ESG choices.

Eddie Cheng is a financial advisor with J.P. Morgan Securities in Denton, TX, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. His career includes roles at Wells Fargo Clearing, MA Mutual Life Insurance Company, JPMorgan Chase Bank, and J.P. Morgan Securities. 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 through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Kyle Walker is a financial advisor with Fidelity Investments in Plano, TX, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Amazon and Belmar Golf Club, and he was a full-time student until 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with notable use of AI and systematic methodologies.

Gregory Howard is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior work includes over a decade at Morgan Stanley in various capacities before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 advisors and offers both brokerage and advisory solutions.

Tanya Ackermann is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2017, following three years at Fidelity Investments. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

James Nikcevich is a financial advisor with Vanguard Advisers, holding Series 63, Series 65, and Series 66 registrations and with 29 years of industry experience. He has worked at Merrill for eight years and has been with Vanguard since 2025. 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 to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform and advisory team model.

Halle Cheatham is a financial advisor at Edward Jones with a Series 66 designation and approximately one year of industry experience. Prior to joining Edward Jones, she worked at DMA Solutions, Inc. and SAFE2SAVE, and has had roles in various organizations including Northwestern Mutual and Kanakuk Kamps. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supporting over four million clients and managing approximately $1.01 trillion in assets.

Aaron Brandes is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has prior experience at Brandes Enterprises and Wm Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Marc Hamlin is a financial advisor with UBS Financial Services in Plano, TX, holding a Series 66 designation and 12 years of industry experience. He has been with UBS since 2014 and concurrently serves in the Texas Air National Guard since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad array of capital markets and fiduciary solutions.

Julianna Davis is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2024. Prior to entering the financial industry, her background includes diverse roles such as self-employment and service positions in the restaurant and education sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

David Zachmeyer is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Nicholas Herem is a CFP® professional with 14 years of industry experience, currently with UBS Financial Services in Plano, TX. He has worked with UBS since 2014, including a brief period at Fisher Investments in 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Cole Harmon is a financial advisor with Vanguard Advisers based in Plano, TX. He holds Series 66 and Series 63 licenses and has three years of industry experience, including prior roles at Edward D. Jones & Co. LP and NYLIFE Securities LLC. His background also includes several years working in non-financial sectors and a long affiliation with Texas Tech University. 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 composed of Vanguard funds and ETFs, offering customization options and tax-aware features.

Andrew Dupont is a CFP® professional with 26 years of industry experience, currently working at Vanguard Advisers since 2023. Prior to this, he spent 23 years with TD Ameritrade. He holds Series 63 and Series 66 licenses and is based in Plano, TX. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs, and serves hundreds of thousands of clients through a large advisory team supported by digital platforms.

Vernon Crawford is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He has worked at Merrill since 2009 and has been affiliated with Bank of America, N.A. since 2005. 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.

Rush Griffith is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior work includes roles at Charles Schwab, Edward Jones, Wells Fargo Clearing Services, and Fidelity Investments. Vanguard Advisers provides automated and human-supported investment advice through its digital 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 customization options such as ESG and tax-aware features.