Milton Bensten Jr. is a financial advisor at Edward Jones in Frisco, TX, holding Series 63 and Series 66 designations with 12 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Katherine Forquer is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones in Frisco, TX since 2017. Her background includes a brief period outside the industry from 2016 to 2017. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory and investment solutions through a large nationwide network of advisors and offices.

Brandon Williams is a financial advisor at Merrill in Frisco, TX, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and Bank of America. 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 investment strategies for individuals, high-net-worth clients, and institutions.

Shelly Dodge is a financial advisor at Ameriprise with 25 years of industry experience. She held a prior role at NEXT Financial Group Inc. for 20 years before joining Ameriprise in 2025. Dodge holds the Series 63 and Series 65 credentials. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Evan Alexander is a financial advisor at Raymond James & Associates in Frisco, TX, holding a Series 66 designation. He has less than one year of industry experience and previously worked in various roles, including positions with the New York Yankees and Uber. 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 diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Adam Chirhart is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and six years of industry experience. His career includes roles at The Vanguard Group, Vanguard Marketing Corporation, and multiple positions at State Farm Insurance. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm combines a goal-based, algorithm-driven investment approach with portfolio construction primarily using Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Jason Hagemann is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked with multiple firms including Avantax, Fidelity, and Advisors Asset Management. He also operates PK Financial Strategies, LLC, where he provides fee-based asset management, retirement planning, and full life cycle management services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and oversees over $256 billion in assets across more than 10,000 advisors.

Amy Best is a financial advisor with Merrill in Frisco, TX, holding a Series 66 credential and bringing 23 years of industry experience. She has been with Merrill since 2009 and has been affiliated with Bank of America, N.A. since 2003. Outside of her advisory role, she serves as the Allocations Committee Chair and a board member for Variety The Children's Charity of St. Louis. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and charitable organizations.

David Barlow is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Plano, TX. He has been with Morgan Stanley and its affiliated entities since 2010, including over a decade at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individuals and institutional clients, offering tailored financial planning and access to various investment strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing proprietary tools and market outlook models.

Jeff Croswell is a financial advisor with Edward Jones in Cross Roads, TX, holding a Series 66 designation and six years of industry experience. He joined Edward Jones in 2019 after six years at AT&T. Outside of his advisory role, he hosts trivia nights at local restaurants and serves as a soccer referee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Monica Payne is a financial advisor at UBS Financial Services with 19 years of industry experience. She previously worked at Morgan Stanley for nine years before joining UBS in 2021. Outside of her advisory role, she serves as an arbitrator for FINRA and is involved with the Foundation for Educational Success, focusing on strategic organization and process improvements for programs serving underserved communities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances.

Gina Husted is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Prudential Equity Group from 2000 to 2003. Outside of her advisory role, she serves as power of attorney for her mother in Salt Lake City, UT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using Wells Fargo research and planning tools.

Paul Valtierra is a financial advisor with Wells Fargo Advisors in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Wells Fargo Clearing and Citigroup Global Markets. Outside his advisory work, he is involved in managing several investment-related business ventures. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad planning menu tailored to clients who meet certain net-worth criteria. The firm integrates advisory services with a range of financial products and referral channels.

Isaac Caldwell is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory role, he has worked as a contracted delivery driver. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and manages a large number of client relationships with an emphasis on Vanguard funds and ETFs.

Aaron Smith is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, he worked at PHX Financial and US Pawn, among other roles. He served in the US Marines from 2012 to 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, using structured planning tools and market modeling techniques.

Charles Titterington is a financial advisor with Ameriprise in Highland Village, TX, holding a Series 63 designation and 33 years of industry experience. He worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he owns a tax preparation business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies, and delivers recommendations through a centralized consulting team.

Andrew Thomas is a financial advisor at Vanguard Advisers with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Vanguard Advisers since 2021. Prior to that, he was affiliated with First Command Financial Planning, Leap Wealth Management, and TD Ameritrade. Outside of his advisory role, he is the owner of Break It Take It, LLC. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to create personalized portfolios primarily composed of Vanguard funds and ETFs, supporting a high client-to-advisor ratio through its automated platform and team servicing model.

Erin Graft is a Benefits & Planning Consultant in the Executive Services division at Fidelity Investments, a position she has held since 2018. She has been with Fidelity Investments since 2013, serving in various roles including Relationship Manager, Financial Representative in the Plano branch, and High Net Worth Financial Representative. Erin's professional experience centers on building and implementing financial plans for clients, engaging them through open discussions to address important questions and ideas. She approaches her work with a focus on family values, aiming to assist clients as if they were members of her own family. Outside of her professional role, Erin's personal interests include family activities, football, gardening, parenthood, and yoga.

Michael Miller is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bank of America, N.A. and Merrill for the past 10 years. 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 strategies designed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joe Cruse IV is a financial advisor at Edward Jones in Prosper, TX, holding Series 66 and Series 63 credentials with seven years of industry experience. Prior to joining Edward Jones in 2023, he worked at JPMorgan Chase bank from 2016 to 2023. Outside of his advisory role, he has been a contracted musician for Gateway Church in Southlake, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of advisors and branch offices.