Benjamin Schroder is a financial advisor with UBS Financial Services in Plano, TX. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Schroder has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to customize client plans.

Kenneth Hack Jr. is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 65 designations and nine years of industry experience. His prior roles include positions at Wells Fargo Advisors and GoldBook Financial. Outside of his advisory work, he coaches youth soccer as a contracted coach with FC Dallas. Vanguard Advisers offers automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven investment approach with portfolios primarily composed of Vanguard funds and ETFs.

Tanner Luehrs is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2017. Outside of his advisory role, he owns Luehrs Golf Equipment. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mitchell Mandt is a financial advisor at Vanguard Advisers in Plano, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Vanguard, he worked at Ameriprise Financial Services LLC and has a background that includes roles in logistics and education. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform and advisory teams.

William Snyder is a financial advisor at Vanguard Advisers with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Avantax Investment Services and 1ST Global Advisors. Snyder is based in Plano, TX. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach featuring proprietary methodologies and largely invests in Vanguard funds and ETFs.

Scott Mulloy is a financial advisor at Ameriprise with 35 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Mulloy holds the Series 63 designation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific eligibility criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and manages a broad range of advisory, brokerage, and insurance solutions.

Andrea Downard is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and eight years of industry experience. She previously worked at Edward Jones for 15 years before joining J.P. Morgan Securities in 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Jeoffrey Dumas is a financial advisor at Edward Jones in Plano, TX, with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2019, following a period as a homemaker. Outside of his advisory work, he has interests in rental property and land development ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Milton Morse III is a financial advisor at UBS Financial Services with 24 years of industry experience and holds the Series 66 designation. He has worked at Morgan Stanley and its affiliated entities from 2002 to 2024 before joining UBS in 2024. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies to client goals and risk tolerances.

Luke Hannafin is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 licenses. Since 2018, he has also worked as an audiobook narrator through the Audiobook Creation Exchange, narrating fiction and non-fiction titles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, serving clients with a range of investment strategies including ESG considerations.

Shea Gordon is a financial advisor with LPL Financial in Frisco, TX, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Private Advisor Group, LLC, Stratera, Banc Of America Investment Services, Inc., and AllianceBernstein L.P. Outside of advising, he is involved with Midland National, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology and a broad network of over 22,800 advisors.

Catherine Jenkins is a Series 66 licensed financial advisor at Edward Jones in Frisco, TX, with seven years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is a consultant for a hair care product company through a network marketing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors across more than 15,000 branches.

Chelsea Archer is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds Series 63 and Series 66 licenses and has prior experience at Fidelity Investments and Robinhood Financial, LLC. Before entering the financial sector, she worked in several other industries including roles at Chipotle and Altar Cosmetics. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and planning across a wide range of financial topics. The firm offers options for ongoing or one-time planning engagements while keeping planning and managed-account services separate.

James Pruter is a Series 66-licensed financial advisor with Merrill in Frisco, TX, where he has worked since 2013. He has 17 years of industry experience. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephanie Donato is a financial advisor with Morgan Stanley in Plano, TX, holding a Series 66 designation and over 26 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Lesley Deas is a Series 66-registered financial advisor with J.P. Morgan Securities in Plano, TX, and has eight years of industry experience. Prior to joining J.P. Morgan in 2018, Lesley held roles at several technology and delivery companies, including Wag, Doordash, Lyft, Favor Delivery, and Uber. Outside of advising, Lesley works as a driver for ride-share companies and as an independent contractor for food delivery and health/fitness coaching services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research with access to a range of eligible investment strategies, including ESG considerations.

Jeff Dinkins is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. He is based in Frisco, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Amanda Cecil is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Merrill and Bank of America since 2016. Cecil serves on the advisory board of Heart House Dallas, a charitable organization. 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, pension plans, corporations, and charitable organizations.

Nora Calderon Gil is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. Her prior experience includes roles at Bank of America, Merrill, and Bok Financial entities. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through a digital platform that combines automation with advisor support.

Robert Gump is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Vanguard Advisers since 2023 and previously held roles at Facet Wealth and USAA Financial Planning Services among other firms. Vanguard Advisers provides automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform and advisory team.