Wenxin Cao is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining J.P. Morgan in 2019, Cao worked at TD Ameritrade Inc and held roles at the University of Maryland and Regal Bay Investment Group, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

David Dominguez is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, Fidelity Investments, USAA Investment Management Company, and J.P. Morgan Securities. Outside of financial services, he was involved with Advanced Collision Equipment for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Joe Flores is a financial advisor with Equitable Advisors in Plano, TX, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors since 1999. Flores serves as a director of the Biltmore Swim & Racquet Club Homeowners Association, overseeing its operations and financials on a volunteer basis. 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 range of advisory models and third-party asset managers to deliver tailored investment solutions and fiduciary services.

Kenneth Garcia Trevino is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 66 and Series 63 designations and four years of industry experience. His prior work includes roles at Morgan Stanley, Ernst and Young, and Luxemborg Trading LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Jason Bardin is a financial advisor with Primerica Advisors in Allen, TX, holding Series 65 and Series 63 licenses and having 19 years of industry experience. He has worked at Primerica Advisors since 2007 and has a background in real estate with Keller Williams Realty Lake Cities from 2014 to 2019. In addition to his advisory role, he engages in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Richard Middleton II is a financial advisor with LPL Financial in Frisco, TX, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, various advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management with access to model portfolios and research.

Brian Brown is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 63 designation and over 32 years of industry experience. He has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank, N.A. since 1996. J.P. Morgan Securities 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 brokerage, distribution, and investment management capabilities.

Alexander Kopenhaver is a financial advisor with LPL Financial based in McKinney, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at UT Tyler and The Clubs at Prestonwood. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide through a network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and consulting services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Sergio Berumen is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Bank of America, N.A., including Merrill, over the past decade. 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 additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Keaton Anderson is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fisher Investments and Fidelity Investments. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with proprietary models to construct diversified portfolios largely composed of Vanguard funds and ETFs.

Joseph Williams is a financial advisor with LPL Financial in Plano, TX. He holds Series 63 and Series 66 designations and has 30 years of industry experience, including 21 years with LPL Financial. He has founded and operated businesses under the names Anchor Retirement Services Inc. and Anchor Advisors, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, model portfolios, and research from multiple sources.

Takaaki Morita is a financial advisor at RBC Capital Markets in Frisco, TX, holding Series 65 and Series 63 licenses. He joined the firm in 2026 after a brief tenure at J.P. Morgan Securities and has no prior industry experience. RBC Wealth Management serves a diverse client base, including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through both in-house and third-party investment managers.

Joel Koelpin is a Series 65-licensed financial advisor with Edelman Financial Engines, based in Celina, TX, and has two years of industry experience. He previously worked at Fisher Investments and held various roles in education and banking before joining Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Shonda Young is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. She has a registered but inactive real estate investing LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Edgar Barrera Amaya is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and having three years of industry experience. His work history includes roles at J.P. Morgan Securities and Family First Life, as well as experience in the restaurant industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mark Kingsbery Jr. is a financial advisor with Thrivent Investment Management in Allen, TX, holding Series 63 and Series 66 licenses and having seven years of industry experience. His career has been primarily with Thrivent since 2017, with prior roles including positions at Arizona State University and Starbucks Coffee Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive written recommendations and the option to integrate planning with managed accounts through its consolidated billing program, WealthPlan.

Stephen Clifton is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2019. Prior to that, he held positions at Capital One Advisors, Capital One Investing, and JP Morgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity futures registrations to deliver its services.

Loon Chan is a financial advisor at Vanguard Advisers with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities and Fidelity Brokerage Services. Chan was also involved with PandaChans Productions from 2016 to 2018. Vanguard Advisers provides both 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 portfolios constructed mainly from Vanguard funds and ETFs, offering customization options including ESG preferences and tax-aware strategies.

Tony Harvey is a financial advisor with UBS Financial Services in Plano, TX, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he is involved with WorldVentures Marketing LLC. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services supported by proprietary research and capital market models.

Nicholas Adamson is a financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is a co-owner of a vending machine and video game supply business serving bars and clubs, and he serves on the Board of Governors for the Dallas Symphony. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its recommendations, with a centralized team delivering non-discretionary advice in partnership with financial advisors.