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 in Plano, TX, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior work includes positions at Edward D. Jones & Co. LP and NYLIFE Securities LLC. He also maintained insurance licenses but did not engage in related business activities beyond license upkeep. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, constructing portfolios mainly from Vanguard funds and ETFs, and serves a large client base through a high client-per-advisor ratio enabled by its digital platform.

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.

Keith Pinkard is a financial advisor at Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Primerica Advisors since 2020 and previously spent 16 years with Cedar Hill Independent School District. Outside of his advisory role, he is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program focusing on model-delivery strategies and manages approximately $15.5 billion in assets through a large network of financial advisors.

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.

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.

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 15 years of industry experience, currently serving at Morgan Stanley in Plano, TX. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using tools such as Monte Carlo simulations and Secular Return Estimates.

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.

Johnny Maberry is a financial advisor at Ameriprise in Fort Worth, TX, with 16 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Maberry is also involved in paraplanning through WLWA, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, algorithm-assisted advice primarily for clients maintaining assets in Ameriprise-managed accounts.

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.