Otha Smith is a financial advisor with Morgan Stanley in Plano, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at Morgan Stanley Private Bank, The Leaders Group, and Lincoln Financial Distributors. Outside of finance, he is involved in business ventures including book publishing, TV and web series production, and consulting for a transportation services company. Morgan Stanley Wealth Management provides a range of advisory and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets through structured planning processes without individual security recommendations in standalone programs.

Amanda Roedell is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2017, with prior experience at Robinhood Financial, Compass Group USA, Starbucks Coffee Company, and Child Care Aware. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence, combining quantitative and qualitative research with a forward-looking approach to capital market assumptions.

Thomas Trussell is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise in Baton Rouge, LA since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

Blake Redd is a financial advisor with Vanguard Advisers in Plano, TX. He holds a Series 66 credential and has one year of industry experience. Prior to joining Vanguard, he worked at several firms including Osaic Wealth, Concurrent Investment Advisors, and Bleakley Financial Group. Outside of finance, he has worked in data labeling for Telus Digital. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mostly from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Richard Sowell is a financial advisor at Vanguard Advisers with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Cetera and Regions Bank. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies to build personalized portfolios primarily composed of Vanguard funds and ETFs.

Michael Meneghetti is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and three years of industry experience. He has been with Vanguard and its affiliated entities since 2022 and has prior teaching experience at Texas A&M University and Houston Community College. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a high advisor-to-client ratio, emphasizing digital delivery and customizable investment solutions.

Jason Felsman is a financial advisor at Edward Jones in Frisco, TX, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for Enterprise Holdings for 21 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and proprietary funds, supported by a large network of financial advisors and branch offices across the United States.

Matthew Ford is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Raymond James Financial Services, Prospera Financial Services, Capital One Investing, and Fidelity. Ford is also involved with Legacy Retirement Planning. 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, model portfolio programs, and institutional platforms, combining extensive non-advisory financial activities with oversight of over $819 billion in discretionary assets.

Taylor Cook is a financial advisor at Merrill Lynch Wealth Management. He specializes in serving professionals, executives, business owners, and families who value thoughtful planning, clear communication, and a long-term perspective regarding their finances. Taylor focuses on providing comprehensive financial strategies and investment management services tailored to meet the needs of business owners and families. His expertise includes retirement planning, asset allocation, and wealth preservation, supported by his designations as a Chartered Retirement Planning Counselor™ and an Accredited Wealth Management Advisor™. Taylor assists clients during significant life events such as career transitions, business growth, retirement, inheritances, and other situations that require informed financial decisions affecting various aspects like cash flow, taxes, benefits, and estate planning. Taylor holds a bachelor's degree in business administration from the University of North Texas. Outside of his professional work, he is dedicated to family and friends and pursues interests including baseball, bass fishing, golf, and college football. He also engages in ongoing education and community activities.

Benjamin Wilson is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 66 designations. Prior to joining J.P. Morgan Securities, his work experience includes roles outside the financial sector, such as positions at various hospitality and service businesses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary 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.

Lathen Hardy III is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab, UPS, and Principal Financial Group. J.P. Morgan Securities provides institutional consulting services focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework.

Lisa Ford is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds the Series 66 credential and has previously worked at firms including Money Concepts Capital Corp and Federal Benefits Academy. Ford is a board member of the U.S. chapter of the International Association of Registered Financial Consultants and serves as secretary for the Collin County Black Chamber of Commerce. She also operates L Randle Enterprises, a small business consulting firm. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers financial planning, access to asset managers, and insurance products through affiliated entities.

Trevor Scott is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at Fisher Investments and Goldman Sachs Ayco Personal Financial Management. He is also Chief Operations Officer at Goldlake Capital Partners, an investment-related business. 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 that incorporates Vanguard funds and ETFs along with customization options. The firm manages a large client base through a combination of digital platforms and a team servicing model.

Jordan Mc Cain is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Equitable Advisors and has experience in sports management and hospitality. 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. Their advisory process combines quantitative screening and qualitative research to support model asset allocations.

Terry Lee is a financial advisor at RBC Capital Markets with 39 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the Board of Directors of Merrell Road Cemetery. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customizable investment strategies.

Craig Mills is a financial advisor with Edward Jones in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices and offers a variety of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Justun Hart is a financial advisor with Thrivent Investment Management in Frisco, TX, holding Series 65 and Series 63 licenses with five years of industry experience. He has worked at Thrivent since 2017 in various capacities and has prior experience with Jewelers Mutual Insurance and multiple organizations in the arts and hospitality sectors. Outside of financial advising, Hart is a partner in a small event venue business, Ballroom at the Reserve LLC, which hosts weddings and other events primarily on weekends. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses across a broad range of planning topics without including implementation. The firm combines planning with managed-account options under a consolidated service called WealthPlan while maintaining separate planning and portfolio management functions.

Jaime Cutler is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds a Series 66 credential and has worked at firms including Merrill, Rockefeller Financial LLC, and Stifel Nicolaus & Co Inc. Outside of financial advisory, he is a part owner of View Medical LLC, a business involved in periodic sales of medical devices with primarily administrative responsibilities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm offers tailored financial planning and consulting services, with a range of portfolio management styles supported by affiliated research and model managers.

Samuel Pleasant Cress is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes positions at Fisher Investments and Fidelity Investments. Vanguard Advisers provides automated and human-supported investment advice through its 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 with portfolios largely constructed from Vanguard funds and ETFs, supported by a team of more than 2,200 advisors.

Matthew Lessard is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at TD Ameritrade and Solar City. 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 through a non-discretionary advisory program.