Jonathan Hoopes is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and possessing 13 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Avalon Securities, and a decade at Moraga Partners LLC and Lion Rock Ventures North America. Outside of advisory work, he is involved in managing Warner Springs Ag LLC, a non-investment business entity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes an integrated platform combining adviser programs with access to model portfolios, third-party management, and insurance products through affiliated entities.

Patrick Cleary is a financial advisor with Morgan Stanley in Plano, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at J.P. Morgan Securities L.L.C. for 11 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market return estimates to support client goals.

Brian Seitz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2013. He also operates Seitz Wealth Management as a DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of advisory programs and financial planning services through a national network of investment adviser representatives.

Gwendolyn Fischer is a financial advisor with Edward Jones in Allen, TX, holding a Series 66 designation and five years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is a consultant for Arbonne, a nutrition company, where she sells products primarily to herself and her family. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Fischer is a financial advisor with Equitable Advisors in Plano, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2005, previously associated with Axa Advisors, LLC for 15 years. He serves on the investment committee at Collin College. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a mix of proprietary and third-party programs to tailor investment solutions and offers ERISA fiduciary services through its network of Investment Adviser Representatives.

William Ransom is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes positions at J.P. Morgan Securities and Bank of America, N.A. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

James Simpson is a financial advisor with Merrill based in McKinney, TX, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His career includes roles at Bank of America, N.A. and CUSO Financial Services, LP, with over a decade at InTouch Credit Union prior to joining Merrill. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm utilizes multiple program strategy types and emphasizes tax-focused investment capabilities, operating within a platform integrated with Bank of America affiliates.

Aaron Kelly is a Wealth Management Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He has over 29 years of experience in the financial services industry, specializing in wealth management strategies that are personalized to align with clients' values, priorities, and long-term objectives. Aaron works with individuals, multigenerational families, business owners, and corporate executives to help them simplify complex financial decisions and pursue their financial goals with confidence. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor (PIA) designation. Aaron earned a Bachelor of Business Administration degree in Finance from the University of North Texas and is a member of the University of North Texas Alumni Association. His expertise includes investment management, retirement planning, college education planning, and tax minimization. Aaron's approach involves a comprehensive, goals-based wealth management strategy that considers all aspects of a client's financial life, including investment management, banking, lending solutions, philanthropic strategies, and legacy planning. Outside of his professional work, Aaron enjoys camping, golfing, and running.

Scott Davidoff is a CFA® charterholder with 28 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016, following a prior seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Glenn May is a Wealth Management Advisor with Tarver, Campbell and May Wealth Partners in Texas, affiliated with Merrill Lynch Wealth Management. He works closely with clients throughout the United States, helping them simplify the complexities of their financial lives through proactive and informed approaches. Glenn advises clients on a range of financial needs including retirement planning, saving for college, purchasing homes, generating cash flow for lifestyle support, investment portfolio development, and wealth transfer strategies. Prior to his current role, Glenn spent over three decades with HP and Agilent, serving as Vice President of World Wide Sales Development and National Sales Development. He also served in the U.S. Air Force from 1974 to 1978. Glenn earned a Bachelor of Science degree in Electrical Engineering from Fairleigh Dickinson University and holds the CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor designations. Glenn tailors his financial strategies to each family's unique priorities, providing clear communication and frequent contact. He offers a proactive process to help clients navigate investment market uncertainties and economic challenges. Outside of his professional work, Glenn enjoys photography, reading, and traveling.

Tenisha Blair is a CFP®-certified financial advisor at Edward Jones with 11 years of industry experience. She previously worked at USAA Financial Planning Services and Usaa Investment Management Company before joining Edward Jones in 2021. Outside of finance, she is involved in a travel agency business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options, supported by a nationwide network of more than 23,000 financial advisors.

Gabriel Vallejo is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including IBC Bank, LPL Financial LLC, and TD Ameritrade. His current tenure at Vanguard Advisers and related entities began in 2026. 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 employs a goal-based, algorithm-driven investment approach using proprietary models and offers portfolios constructed mainly from Vanguard funds and ETFs with various customization options.

Jeffrey Elliott is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds a Series 66 designation and has worked previously at Retirement Planners of America, Fisher Investments, Bank of America, Merrill, and The Country Club of Little Rock. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options.

Kenneth Finke is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Merrill since 2009. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Frank Campbell is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2020 and brings extensive experience from nearly 30 years leading family offices, serving affluent families with a broad range of complex financial needs. His expertise includes managing investments, overseeing real estate development projects, and handling acquisitions and sales of operating companies and real estate holdings. Frank utilizes Merrill's goals-based approach to wealth management to help clients identify opportunities and address their financial objectives. Frank holds the CERTIFIED FINANCIAL PLANNER® designation and is a Certified Public Accountant. He earned a Bachelor of Science in Accounting and a Master of Business Administration in Finance from the Kelley School of Business at Indiana University. While he has accounting credentials, Frank does not provide legal or tax advice in his role at Merrill. As a long-time client of Merrill and Bank of America, he values the comprehensive range of products and services they offer to help families achieve their goals. Outside of work, Frank enjoys playing tennis and golf. He is focused on delivering personalized wealth management services that align with clients' life priorities and aspirations.

Rene Gonzalez III is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial, Greengold Trading, and RJ Reynolds Tobacco. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Nahla Turner is a financial advisor at Vanguard Advisers with one year of industry experience. She holds a Series 66 designation and previously worked at Northwestern Mutual Life Insurance Company. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations primarily built from Vanguard funds and ETFs, serving a large client base through its digital platform and team servicing model.

Corina Green is a financial advisor with LPL Enterprise in Plano, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, JPMorgan Securities, and BRG Holdings. LPL Enterprise serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, corporations, and institutions, offering a range of advisory and brokerage services through an integrated platform that combines model portfolios, third-party asset management, and financial planning with access to insurance and lending products.

James Almond is a financial advisor with Cambridge Investment Research Advisors in Frisco, TX, holding a Series 63 designation and over 41 years of industry experience. He has been with Cambridge since 2009 and serves as an independent insurance agent for various companies. Almond is also a board member of the Red River Institute of History, a non-public entity. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm delivers services through independent Financial Professionals, offering a range of portfolio management options and proprietary strategies alongside access to third-party managers.

Kenneth Belter II is a financial advisor with Ameriprise Financial Services LLC in Plano, TX, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Robert W Baird. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach integrates proprietary investment research and third-party data, emphasizing dependable income sources and tax-aware withdrawal strategies within a structured investment framework.