Jayme Burk is a CFP® with eight years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2018. Prior to joining UBS, Jayme worked at Booz Allen Hamilton from 2015 to 2017. Jayme is a member of the board of directors for the Young Women's Preparatory Network, a nonprofit focused on supporting single-gender, college-preparatory public education in Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor investment plans based on clients’ goals and risk tolerances.

Cem Baber is a financial advisor at Vanguard Advisers with four years of industry experience and holds a Series 66 designation. Prior to joining Vanguard in 2022, he held positions at Dearborn & Creggs and Northwestern Mutual, as well as roles in educational institutions including the University of Houston. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team servicing model.

Rusty Rutledge is a CFP® professional with 24 years of industry experience currently serving with Vanguard Advisers. His background includes roles at ETEXfinancial, Inc., ETEXinsurance Services, Inc., and Birara LLC, where he is involved in property ownership. He has maintained insurance licenses in Texas since the mid-1990s. 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 that incorporates proprietary models and Vanguard funds. The firm manages a large client base through a combination of digital delivery and a team servicing model.

Lynn Corniello is a financial advisor with Ameriprise in Allen, TX, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she co-owns a real estate business and manages the day-to-day operations of a financial management LLC. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Miguel Bernard is a Series 66-licensed financial advisor at Merrill with nine years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2013. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Karl Kaprelian Jr. is a financial advisor with Vanguard Advisers based in Plano, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His previous roles include positions at Morgan Stanley and E*Trade Securities. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s goal-based, algorithm-driven approach uses proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs, with an emphasis on digital delivery and scalable client service.

Robert Smith is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 designations and 28 years of industry experience. He previously worked at Southwest Securities, Inc. for 14 years before joining RBC Capital Markets in 2017. Smith serves as successor trustee for the John C. Crank Trust, administering trust directives without compensation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party investment managers.

Lionel Ibonga is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 credential and four years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Triptych LLC and Ameriprise Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Adam Legler is a Series 66-licensed financial advisor with seven years of industry experience, currently with Vanguard Advisers in Plano, TX. His career includes roles at The Vanguard Group, Vanguard Marketing Corporation, Prosperity Bank, and prior service in the Israel Defense Forces. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily made up of Vanguard funds and ETFs. The firm manages a large client base through its digital platform and team servicing model.

David Edwards is a CFP® and Series 66 designated advisor with 22 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has additional experience with JPMorgan Chase Bank, LPL Financial, and Merrill. He is based in Plano, TX. 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 program. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and offers access to broader derivatives and commodities capabilities.

Daniel Bruns is a Wealth Management Advisor with more than 18 years of experience at Merrill Lynch Wealth Management. He focuses on developing wealth planning roadmaps that account for the risk premium of capital assets, with major client focuses including retirement planning, income generation strategies, interfamily wealth transfers, and financial independence. Daniel's personalized approach involves working closely with clients to understand their values, prioritize life goals, and structure investment strategies that support their financial objectives, aiming to simplify complexity and provide clear, disciplined guidance. Daniel holds several professional designations, including Certified Investment Management Analyst (CIMA), Accredited Asset Management Specialist (AAMS), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA). His education includes a Bachelor's degree from the University of North Texas and an Associate's degree from Collin College. He is also a graduate of Leadership Allen Fairview Class 30, reflecting his dedication to community involvement and local leadership. Outside of his professional responsibilities, Daniel enjoys hiking, reading, running, and traveling. He volunteers for local nonprofit organizations and continues to engage in personal and professional learning.

Branson Butler is a financial advisor at Merrill with Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Merrill since 2015. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Espey is a financial advisor with UBS Financial Services in Plano, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Goldman Sachs and Capital One. He has been with UBS since 2017. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management solutions.

Cynthia Michel is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 13 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Co. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and various corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department, third-party strategists, and TAMP sponsors.

Mark Ahmadi is a financial advisor at Edward Jones in McKinney, TX, holding CFP® and ChFC® designations with 24 years of industry experience. He has been with Edward Jones since 2002. Outside of advising, he manages decisions related to a rental property business in Colorado. 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, operating under a fiduciary standard, and maintains one of the largest retail advisor and branch networks in the industry.

Richard Thompson is a financial advisor with Mass Mutual Investors Services, holding a Series 63 credential and 35 years of industry experience. He has worked at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1990 and has been with Mass Mutual Investors Services since 2017. Outside of his advisory role, Thompson serves as treasurer of the Laurel Creek Home Owners Association. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements that focus on goal analysis and written recommendations, with implementation handled separately.

James Sartain Jr. is a financial advisor at Vanguard Advisers with Series 63 and Series 65 certifications and two years of industry experience. Prior to joining Vanguard in 2026, he worked at Boston Consulting Group and has been involved with GrayFin Ventures LLC, a non-investment related business. He has also operated Texas Growler LLC since 2013. 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 to set personalized asset allocations primarily through Vanguard funds and ETFs. The firm is notable for its large scale and digital delivery platform, serving hundreds of thousands of clients with more than 2,200 advisors.

Wesley Camp is a CFP® with 32 years of industry experience, currently affiliated with Cetera. He has been with Cetera Wealth Services, LLC since 2013 and has a longstanding association with Ottawa Financial Corporation dating back to 1994. Wesley also sells life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and more than $256 billion in assets under management.

Michael Vandegrifft is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Glast, Phillips & Murray, PC, and Fitness International dba L.A. Fitness. 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 within a non-discretionary advisory program.

Harry Wallace III is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2015. Outside of his advisory role, he is involved with HT Legacy Ice, a corporation focused on automated ice machine operations in Celina, Texas. 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, and institutions.