Javier Rodriguez is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and previously spent a year at Hilton. Outside of his advisory role, he is involved with the Regional Hispanic Contractors Association as Vice Chairman of the Capital Campaign Committee and serves on the board of ALPFA. He is also an independent contractor for Nammi Food Truck, a restaurant in Dallas. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm uses a structured planning process supported by the Global Investment Committee’s analyses and offers a range of retail and institutional investment services.

Victoria Buenner is a financial advisor with J.P. Morgan Securities in Plano, TX. She holds a Series 66 designation and joined the firm in 2026. Prior to her current role, her work experience includes positions at JP Morgan Chase and involvement with the University of Florida Department of Recreational Sports. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Dustin Elo is a CFP®-certified financial advisor with 19 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Investments, LLC and Wells Fargo Clearing in earlier roles. Outside of his advisory duties, he serves as treasurer for the Brockdale HOA in Lucas, TX, and for the Allen Indian Guides and Princesses in Colleyville, TX. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a network of over 14,000 financial advisors and provides both brokerage and advisory solutions.

Joseph Rodarte is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and one year of industry experience. Before joining Vanguard, he worked at Morgan Stanley and operated his own firm, JR Capital, LLC. Outside of financial advising, he is an independent consultant for LifeVantage Corporation, a direct sales company in the health and nutrition sector. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor 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 a range of customization options and tax-aware features.

Jairo Mejia is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Mejia is also involved with Walker Benefit Group, where he provides group health, dental, and vision insurance quotes to businesses. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and provides access to third-party asset managers, financial planning, and various insurance products through affiliated entities.

Laura Gentry is a financial advisor with LPL Financial in Denton, TX, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has been with LPL Financial since 2005. In addition to her advisory role, she serves as secretary and treasurer of her husband's business and is the sole owner of Warren-Gentry Enterprises, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Rachel Whitfield is a Series 66 licensed financial advisor with five years of industry experience. She currently works at Vanguard Advisers and its affiliated entities, having previously been employed at Bank of America and Merrill Lynch. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach primarily constructed from Vanguard funds and ETFs.

Allyson Baker is a financial advisor with Merrill based in Frisco, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. She previously worked at Fidelity Brokerage Services LLC and Bank of America, N.A. Outside of her advisory role, she operates a freelance photography business under Allyson B Photography. 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 strategies for a range of individual and institutional clients.

Kurt Reinhold is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has worked at LPL Financial since 2008, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, providing advisory and brokerage services through a large network of investment adviser representatives.

Enrique Perez is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 65 and Series 66 licenses and one year of industry experience. His prior experience includes roles at Amazon, HD Supply, and the Small Business Development Center at the University of La Verne. 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 within a non-discretionary advisory program.

Andrea Torcates is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2026, she worked at EY and held positions in education and hospitality. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a broad range of clients including individuals, high-net-worth clients, and institutional entities.

Jonathan Nance is a CFP®-certified financial advisor with Edward Jones in Frisco, TX, where he has worked for 15 years. He holds a Series 66 license and has experience managing family land and cattle operations through LLCs in Texas. Edward Jones is a full-service wealth management firm that serves a wide range of individual and institutional clients. The firm manages over $1 trillion in assets with a large network of advisors and offices, offering a variety of advisory programs and investment solutions under a fiduciary standard.

James Keller is a Series 66 licensed financial advisor with 25 years of industry experience. He is currently with OSAIC, having joined in 2024, and previously worked at Woodbury Financial Services, Bank of America, Merrill, Banc of America Investment Services, Inc., and Equitable Advisors. Outside of his advisory role, Keller serves as owner and president of the nonprofit Financial Educators Network of North Texas, which focuses on adult financial education and literacy. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm utilizes a model-based investment process with tools for asset allocation and portfolio optimization, supporting various strategies including discretionary management and third-party manager selection.

Denise Scharfenberger is a financial advisor with LPL Financial in Allen, TX, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. She has been with LPL Financial since 2013 and previously worked at 1st Global Advisors Inc for five years. Outside of her advisory work, she is involved in a consulting business called The Serial Nester. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Preston Bonds is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2014. Charles Schwab & Co., Inc. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and order-routing.

Richard Scordo is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he operates Scordo Insurance Agency, which offers commercial and personal lines insurance, and serves as a board member for Metro Relief. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Jillian Dits is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America and Luther King Capital Management. Outside of finance, she works as a sculpting instructor at Align Studio in Dallas. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Christopher Ramirez is a financial advisor with Ameriprise in Frisco, TX, holding Series 63 and 65 licenses and six years of industry experience. His prior work includes roles at Wells Fargo Clearing, NTB Financial Corporation, J.P. Morgan Chase Bank, and First Bank Southwest. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team and combines algorithmic automation with advisor input to tailor retirement strategies.

Adrian Garcia is a financial advisor at Fidelity with 13 years of industry experience and holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked at TIAA-CREF Individual & Institutional Services from 2016 to 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary management, fund advisory, and model portfolios.

Lakshmi Srinivas is a financial advisor with Vanguard Advisers, holding Series 65 and Series 63 licenses and four years of industry experience. She has worked at The Vanguard Group, Inc. since 2022 and has prior experience in education and staffing sectors. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs.