Rodney Porch is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Bank of America and Merrill since 2018 and was previously affiliated with the University of Missouri from 2015 to 2018. He volunteers with the Growth Mentoring Service at the Enterprise Center of Johnson County, engaging with entrepreneurs in a mentorship capacity. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Mcavoy is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and one year of industry experience. His prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, and self-employment. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored plan participants, employing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm operates at scale with a high client-to-advisor ratio, utilizing digital delivery alongside personalized asset allocation strategies.

Pablo De La Llama V is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His career includes prior roles at Fidelity Brokerage Services LLC and McAdam LLC, in addition to his ongoing tenure with J.P. Morgan since 2017. He also co-owned Skyline Window Coverings from 2017 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, manager and fund searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research and may incorporate ESG criteria, supported by broader derivatives and commodities capabilities.

Elizabeth Rogers is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and bringing 24 years of industry experience. Her prior work includes roles at Bank of America, Merrill, Waddell & Reed, Chase Investment Services, and Citigroup Global Markets. Outside of her advisory career, she owns and operates a small farming business where she raises chickens and sells eggs. 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’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates an ESG eligibility framework in its recommendations.

Matthew Callander Jr. is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds the Series 66 designation and has been with Vanguard Advisers since 2018. Prior to this, he worked at Mariner Wealth Advisors and spent four years at William Paterson University. 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 to construct personalized portfolios primarily from Vanguard funds and ETFs, managing a large client base through its digital platform and team servicing model.

Sacha Zurawel is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with RBC Capital Markets since 2011. Outside of his advisory role, Zurawel is a managing member and 50% owner of COMO Interests, LLC, a mattress retail business, and serves as a board member of Men of Nehemiah, a nonprofit drug recovery mission. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs, combining in-house and third-party managers with a variety of portfolio management and financial planning services.

Seth Downing is a financial advisor at Vanguard Advisers with Series 65 and Series 63 licenses and seven years of industry experience. He has held positions at Fisher Investments, TD Ameritrade Institutional, and several other firms. Outside of his advisory role, he works as a mortgage loan officer with Kylex Mortgages and also has a delivery driver position at Pizza Hut. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that employs proprietary methodologies and Vanguard funds to create personalized portfolios.

Shelley Turner is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, previously spending six years at A. G. Edwards & Sons, Inc. Turner serves as a power of attorney for family members, assisting with financial matters. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and a large network of financial advisors.

Brendan Wagner is a financial advisor with Merrill in Frisco, TX, holding a Series 66 credential and nine years of industry experience. His career includes roles at Bank of America, Merrill Lynch Pierce Fenner & Smith, and Wells Fargo Clearing. He serves as an advisory board member for the Benbrook Community Center YMCA, a nonprofit organization. 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 institutions.

Lydia Reynolds is a financial advisor at Edward Jones in Lewisville, TX. She holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked in various roles outside the financial industry, including multiple positions at Restoration Hardware and Great Wolf Lodge. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Youngsun Lee is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Vanguard, Lee held positions at TIAA-CREF Individual & Institutional Services, Empower Financial Services, J.P. Morgan Securities, and Bank of America. Vanguard Advisers offers both automated and human-supported investment advice through services like Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and Vanguard funds to create personalized portfolios.

James Barnett is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and 10 years of industry experience. His career has been entirely within JPMorgan entities, including JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. Since 2016, he has held various roles across these firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program delivers non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a focus on eligible investment strategies.

George Niziol, CFP®, is a financial advisor with Raymond James Financial in Lewisville, TX, bringing 24 years of industry experience. He has been associated with Raymond James Financial Services since 2007 and operates a supporting investment advisory firm. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides non-discretionary planning tailored to client goals and incorporates analytical tools such as risk profiling and probability modeling in its advisory approach.

Terrance Campbell is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Campbell is also the founder and principal coach of Pivot Transformation Academy, LLC, a personal development and leadership coaching business where he develops educational content, conducts speaking engagements, and facilitates workshops. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using Vanguard funds and ETFs, with various tax-aware and customization features.

Caleb Springer is a Series 66-licensed financial advisor with LPL Financial in Plano, TX, and has one year of industry experience. Prior to his current role, he held positions at Ouachita Baptist University and Inside-Out Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

William Strong is a financial advisor at Edward Jones in Plano, TX, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Charles Schwab & Co., Inc. for two years and has held various roles in different industries including education and retail. 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 advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Tyler Bowman is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His prior work includes roles at Merrill and Fidelity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology-driven research and operational tools.

Ivan Andujar is a financial advisor with J.P. Morgan Securities based in Plano, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Banco Popular de Puerto Rico and GWFS Equities. Outside of his financial career, he serves as a volleyball referee with USA Volleyball. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a broad range of investment capabilities.

Jordan Allbritton is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and beginning his advisory career in 2026. He has prior experience with JPMorgan Chase and is based in Plano, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Melinda Lapert is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. She holds a Series 63 designation and has worked at several major firms, including Morgan Stanley, Citigroup Global Markets, and Merrill. She has been with Wells Fargo Advisors and its affiliated clearing firm since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and tools to develop tailored recommendations for its clients.