Alejandro Castillo is a financial advisor at Vanguard Advisers with 11 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Vanguard in 2026, he worked for JP Morgan Securities LLC for 10 years and was self-employed intermittently between 2020 and 2026. He is also affiliated with the University of Texas at Arlington. 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 with personalized asset allocations primarily constructed from Vanguard funds and ETFs, supporting a high client-per-advisor ratio through its digital delivery and team servicing model.

David Collier is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2023. Prior to his financial career, he was affiliated with Dallas Baptist University from 2019 to 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized investment reporting. The firm integrates institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

Mary Smelser is a financial advisor with Cambridge Investment Research Advisors in Frisco, TX, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She has been with Cambridge since 2009. Outside of her advisory role, she serves as a FINRA Dispute Resolution Arbitrator and is involved in buying and selling horses as well as operating a blinds installation business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, offering a range of portfolio management solutions and access to both proprietary and third-party investment strategies.

Jordan Bowman is a financial advisor at Edelman Financial Engines with seven years of industry experience. He previously worked at Fisher Investments and Fidelity Brokerage Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, managing diversified portfolios with a long-term orientation.

Kevin Pittman is a financial advisor with Ameriprise in Prosper, TX, holding a Series 63 designation and over 34 years of industry experience. He has been with Ameriprise since 1991. Outside of his advisory role, he owns and manages a family real estate business and operates Pittman Financial Planning, LLC. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Ryan Seibert is a financial advisor with Edward Jones in Allen, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked in the automotive sector at Christian Brothers Automotive McKinney, Red River Auto, and Mercedes-Benz McKinney. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jeff Eastburn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with a select group of families and small businesses across the country to develop and implement tailored financial strategies. Leveraging the global investment capabilities of Merrill Lynch Wealth Management alongside the lending strengths of Bank of America, he focuses on areas such as college education planning, family wealth management, legacy planning, liquidity management, retirement planning, and portfolio management. Jeff grew up in North Dallas and earned a Bachelor of Science in Business Administration from the University of Arizona. His professional journey began as an Institutional Trading Specialist in Scottsdale, Arizona, before transitioning to wealth management with PaineWebber in Beverly Hills. After 13 years with UBS, he joined Merrill Lynch Wealth Management in Beverly Hills and subsequently returned to Texas. Outside of work, Jeff enjoys a variety of sports including baseball, biking, football, golfing, hunting, running, skiing, and soccer. He also values spending time with his family and engaging with friends through social and sporting events. Jeff holds the Personal Investment Advisor (PIA) designation.

Madison Begley is a Series 65-licensed financial advisor at OSAIC with seven years of industry experience. Prior to joining OSAIC, Begley worked at Fluent Financial, Sepio Capital, and Realty One Group Signature, among other firms. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a broad array of investment advisory and brokerage services, utilizing firm-provided tools for asset allocation, risk assessment, and portfolio management across multiple asset classes.

Robert Robles III serves as Senior Resident Director and Wealth Management Advisor at Merrill. He partners with a diverse group of clients, including families, executives, and business owners, to simplify and optimize their financial lives. His approach emphasizes building relationships based on trust and personalized service, coordinating all aspects of clients' financial matters, and adapting strategies to clients' evolving goals and circumstances. He leads with a commitment to clients' long-term well-being, providing high-touch guidance and acting as a central connection point among financial, tax, and legal professionals. In his role at Merrill's McKinney office, Mr. Robles also mentors other advisors and their teams, supporting their professional growth and work-life balance. He began his career at Merrill in 2004 within the Global Research and Economics Group and has been a Wealth Management Advisor since 2007. Mr. Robles holds a degree from New York University Stern School of Business. He has earned professional designations including Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is involved in community organizations such as the 9/11 Day Foundation, Frisco ISD Watch Dogs, and the NJ Mental Health Association. He lives in McKinney, Texas, with his wife Melissa, their two children, Evy and Logan, and their Italian Greyhound, Kirby. Outside of work, his interests include sailing, clay target sports, car rallies, and endurance races such as Spartan and Tough Mudder.

Janet Parker is a financial advisor with Charles Schwab in McKinney, TX, holding a Series 66 credential and bringing 11 years of industry experience. She is also the managing partner of Parker Operating Company LLC and Parker Management Consultants LLC, both providing management consulting services. Charles Schwab 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, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Lana Mangold is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Cetera. She has held roles at Cetera since 2023 and previously spent 14 years with Sagepoint Financial, Inc. In addition to her advisory work, she is a part owner of Eagle Retirement Group LLC, an investment-related business focused on investments, advisory services, and insurance marketing. Cetera Investment Advisers LLC supports a large network of over 10,000 independent advisors and serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with various investment program options.

Lucas Wakamatsu is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked with Strategic Wealth Partners and Nuuds. Prior to his financial career, he was associated with professional baseball organizations including the Chunichi Dragons and Cleveland Guardians. 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. The firm offers various advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

Brent Thompson is a CFP® professional with 13 years of industry experience, currently affiliated with Vanguard Advisers. His prior experience includes roles at Fidelity Personal and Workplace Advisors and Capital Wealth, LLC. Outside of his advisory work, he is involved in fixed insurance sales through CWA Insurance Services, LLC. 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 approach, utilizing proprietary models to create personalized asset allocations predominantly comprised of Vanguard funds and ETFs.

Michael Di Pasquale is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2016 in various roles. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers personalized, algorithm-assisted recommendations through a centralized consulting team.

Mark Hagan is a financial advisor with UBS Financial Services in Plano, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at UBS since 1999. Outside of his advisory role, he serves as a personal representative for his grandfather’s estate and holds leadership positions on the boards of two nonprofit organizations, including President and Chairman of the board for Emily’s Place, a faith-based housing ministry for battered women. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor financial plans.

Justin Williams is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Raymond James & Associates in Frisco, TX. His work history includes roles at Fidelity Investments, Wells Fargo Clearing Services, Merrill, Bank of America, and Scottrade. He is also associated with The American College and has a current position at DoorDash. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning and consulting services supported by extensive research and a variety of portfolio management strategies.

Gerard Roncinske is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads the Roncinske-Hughes Group, which has over 75 years of combined experience serving clients from diverse financial backgrounds. The group focuses on building lasting relationships with clients and their extended families by tailoring wealth management strategies to meet their unique financial situations. Gerard’s expertise encompasses a wide range of client focus areas including corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, sports and entertainment, and retirement income. The Roncinske-Hughes Group provides personalized wealth management services for affluent individuals and families, delivering portfolio construction, implementation, and access to a suite of investment opportunities such as IPOs, private equity, managed futures, hedge funds, trust services, and premier lending sources through the resources of Bank of America. Raised in upstate New York, Gerard moved to Texas in 1999 to start his financial career. He holds a Bachelor's degree from the University of Arizona and the Personal Investment Advisor (PIA) designation. Gerard lives in Frisco, Texas, with his wife Megan and their three children, Delaney, Parker, and Keaton. Outside of his professional work, he enjoys fishing and playing golf in his free time.

Bao Le is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 29 years of industry experience. His prior roles include positions at TD Ameritrade, E*TRADE Securities, and Personal Capital Advisors Corporation. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to discretionary separate managed accounts, employing multi-asset model portfolios supported by research and a formal alternative-investment onboarding process.

Brian Jones is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 and Series 63 credentials and has worked at firms including HomeBridge Financial Services and Primerica Advisors. Outside of advising, he serves as a part-time high school and college wrestling referee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers non-discretionary services through a select group of Wealth Advisors.

C White Jr. is a financial advisor with Osaic Wealth, Inc. based in Plano, Texas, holding a Series 63 designation and 35 years of industry experience. He has worked with Royal Alliance Associates, Inc. for over 10 years and has been involved with College Funding Solutions, Inc. and C&M Legacy USA, Inc. for more than a decade. In addition to his advisory role, he serves as President of LegacyUSA, Inc., where he develops and implements strategic and tactical plans for client engagement. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and offers access to a range of investment options, supporting both discretionary and non-discretionary management through multiple advisory platforms.