Juan Villamizar is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at UBS Financial Services, Hightower Securities, and Fidelity, where he worked for 15 years in various capacities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute along with third-party data to support its investment approach.

Robert Wilds is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and over 40 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012 and previously at Chase Investment Services Corp. from 2010 to 2012. 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 with client-controlled decision-making. The firm's advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Constantina Cox is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds a Series 66 designation and has worked at Merrill, Edward Jones, and JPMorgan Chase Bank, N.A. prior to her current roles. 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 with forward‑looking capital market assumptions and incorporates an ESG eligibility framework.

Parker Thompson is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and three years of industry experience. His prior experience includes two years with Fisher Investments. Outside of his advisory role, he is a part owner of SWAN LLC, a business involving real estate investment where he provides investment capital. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services, implementing strategies customized to each client’s risk profile.

Dominic Trolio is a financial advisor with Wells Fargo Advisors in Frisco, TX, holding a Series 66 designation and one year of industry experience. Before joining Wells Fargo Advisors in 2025, he worked at High Velocity Payments and Ark-la-tex Financial. Outside of his advisory role, he is a content creator and operator of a YouTube channel called Shifttalk TV, where he handles filming and editing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services tailored to clients meeting specific net-worth criteria. The firm provides a broad array of planning services and integrates advisory offerings with other financial products and referral channels.

Kimball Small is a financial advisor with Ameriprise in Lewisville, TX, holding a Series 66 designation. He has been with Ameriprise and its affiliated practices since 2023 and has prior experience in education and the restaurant industry. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to provide non-discretionary, personalized recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Emily Plummer is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2020. Outside of her advisory role, she is involved with JuicePlus as a qualified sales consultant for the direct distribution of nutritional supplements. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning solutions supported by firm-approved tools and methodologies.

Leslie Wertz is a financial advisor at Ameriprise with a Series 66 designation and experience in the mortgage industry dating back to 2014. Leslie joined Ameriprise Financial Services in 2026 after several years working with various mortgage firms. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Caleb Smith is a financial advisor with LPL Financial in Celina, TX, holding a Series 66 designation and new to the industry with less than one year of experience. Prior to entering financial advising, he worked in various roles including positions at Omni Hotels and Resorts PGA and The Indoor Golf Shop. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by technology and operates one of the largest advisory networks in the industry.

Deunta Hicks is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is the owner and partner of No Offense None Taken Entertainment LLC, a content creation business focused on a podcast covering live gameplay, movie and TV show reviews, and pop culture topics. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program emphasizing written asset allocation advice, investment manager searches, and customized performance reporting. The program combines quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

James Sperrazzo is a Series 66-licensed financial advisor with Vanguard Advisers in Plano, TX. He has been with Vanguard and its affiliates since 2026. Before his current role, he held positions outside the investment industry including work at Give Back Wireless Inc. and Everbowl, LLC, and has experience in education and service roles at Texas Christian University and Whispering Winds Catholic Conference Center. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs.

Jacob Rubien is a financial advisor with Charles Schwab in Plano, TX, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to his current role, he held positions at Charles Schwab Bank and Charles Schwab & Co., Inc., with additional work experience across various other industries including education and retail. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management with integrated brokerage, custody, and financial planning services.

Damion Robertson is a financial advisor at Edward Jones in Frisco, TX, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. 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 under management through a large network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Benjamin Schroder is a financial advisor with UBS Financial Services in Plano, TX. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Schroder has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to customize client plans.

Kenneth Hack Jr. is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 65 designations and nine years of industry experience. His prior roles include positions at Wells Fargo Advisors and GoldBook Financial. Outside of his advisory work, he coaches youth soccer as a contracted coach with FC Dallas. Vanguard Advisers offers automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven investment approach with portfolios primarily composed of Vanguard funds and ETFs.

Tanner Luehrs is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2017. Outside of his advisory role, he owns Luehrs Golf Equipment. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mitchell Mandt is a financial advisor at Vanguard Advisers in Plano, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Vanguard, he worked at Ameriprise Financial Services LLC and has a background that includes roles in logistics and education. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform and advisory teams.

William Snyder is a financial advisor at Vanguard Advisers with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Avantax Investment Services and 1ST Global Advisors. Snyder is based in Plano, TX. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach featuring proprietary methodologies and largely invests in Vanguard funds and ETFs.

Scott Mulloy is a financial advisor at Ameriprise with 35 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Mulloy holds the Series 63 designation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific eligibility criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and manages a broad range of advisory, brokerage, and insurance solutions.

Andrea Downard is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and eight years of industry experience. She previously worked at Edward Jones for 15 years before joining J.P. Morgan Securities in 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.