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.

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.

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.

Alejandro Esparza is a financial advisor with Merrill in McKinney, TX, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life, as well as entrepreneurial ventures with Meraki Solar and Meraki Solutions. He has also worked in diverse industries including food service and delivery. 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 a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

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.

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.

William Burmeier is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise in Carrollton, TX. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to provide tailored, non-discretionary recommendations. The firm delivers a range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

Gregory Welsh is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing financial strategies for families, small business owners, and non-profits. Gregory's focus areas include corporate executive services, divorce transition planning, family wealth management strategies, services for endowments and foundations, employee financial health, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and socially responsible, values-based, and ESG investing. With a background in small business and non-profits, Gregory is trained to help clients manage their life savings to avoid concerns about outliving their retirement resources. He holds the Chartered Retirement Planning Counselor (CRPC) designation and has education from Oklahoma State University and John Marshall High School. He is involved professionally and in the community with the 316 Counseling Centers. Outside of his professional work, Gregory enjoys baseball, football, golfing, and spending time with his family. He emphasizes uncovering what matters to clients and their families to develop financial strategies aligned with their goals.

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.