Scott Vehslage is a financial advisor at UBS Financial Services in Plano, TX, holding a Series 63 designation with 36 years of industry experience. He has been with UBS Financial Services since 1989. Outside of his advisory work, he is a passive investor in a private real estate investment LLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Hayden Dunning is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 credentials and has prior experience at several firms, including Nebraska Furniture Mart and JPMorgan Chase Bank. Outside of financial services, he is the owner and partner of Seraph Services LLC, an e-commerce business focused on selling sports gear on Amazon. 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 investment approach.

Andres Abramovits is a financial advisor with Edward Jones in Carrollton, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Edward Jones since 2017 and is also a professional match evaluator for Major League Soccer, a role he has held since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors and offices, offering a range of advisory solutions under a fiduciary standard.

Sean Conti is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Pruco Securities LLC and VALIC Financial Advisors. Outside of his advisory role, he is involved with 3266partners, LLC, an entity created for investing and collecting firearms. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

Julian Kidd is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 credential and 17 years of industry experience. He has worked at notable firms including Bank of America and Merrill Lynch and is involved as an owner and partner in entertainment ventures such as Urban Air Adventure Park. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services that include asset-allocation advice, investment manager searches, and customized performance reporting, with an emphasis on quantitative modeling and ESG considerations.

Jordan Torno is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2021. Outside of finance, he has experience operating as a freelance laser technician involving lasers and concert production. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and a formal alternative-investment onboarding process.

David Meadors is a financial advisor at Morgan Stanley with 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he participates in acting classes through John Casablancas. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include investment strategies as well as broader financial and estate planning solutions.

Brian Janus is a Senior Financial Advisor with over 25 years of experience, including 20 years at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp. and a Bachelor's Degree in Business from Miami University in Oxford, Ohio. Brian leads a team that includes Financial Advisors Cindy Chaiten and Harvey Rosenberg, as well as Client Associate Jalen Johnson, dedicated to understanding clients' financial objectives and risk preferences. His expertise covers areas such as business succession, retirement planning, saving for college, and legacy building for multi-generational families and business owners. Brian utilizes his firm's strategic and portfolio resources to address complex financial needs and help clients achieve long-term financial goals. Originally from Cleveland, Brian resides in Chagrin Falls with his wife Sarah, three children, and their French Bulldog, Bear. He has been a CYO Basketball Coach and coaches travel basketball in Chagrin Falls, emphasizing discipline, dedication, and teamwork. Outside of work, Brian enjoys golf, pickleball, fitness, traveling, and basketball.

James Lehman is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in product design through his ownership of QuadCycle, LLC, and participates in other business activities related to support services and consumer product development. Ameriprise is an institutional firm that provides retirement-income planning and a broad range of advisory, brokerage, and insurance solutions. Its retirement-income service combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily serving clients with significant investable assets.

Jacob Lundy is a CFP® professional with four years of industry experience, currently serving at Charles Schwab in Plano, TX. His prior work includes roles at Charles Schwab Bank, TD Ameritrade, and Renaissance Senior Living. Lundy also has experience working and studying at the University of Texas at Austin. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining a multi-asset model portfolio approach with centralized custody and order-routing operations.

Cary Tucker is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he owns Motherboard Ventures, LLC, a software and services company focused on parenting, and provides consulting support to a medical device business owned by a service-disabled veteran. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Bhavya Shukla is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in Corporate Executive Services, Education Planning, Tax Minimization, and Retirement Income. In her role, she focuses on helping clients bring structure, discipline, and perspective to their financial decisions, ensuring alignment with their broader objectives. Bhavya holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Texas at Austin. Fluent in Hindi and English, she provides strategic perspective and personalized guidance to help clients navigate the complexities of wealth management. Outside of her professional work, Bhavya enjoys painting, reading, and writing. Her approach emphasizes uncovering what matters most to clients and their families to create strategies that pursue their financial goals.

Brianne Imperial is a CFP® professional with 14 years of experience currently working at UBS Financial Services in Plano, TX. She has been with UBS since 2014. 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 provides a range of capital markets and research resources to support client strategies.

Robert Coker is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, and previously held roles at Wells Fargo Bank and Wells Fargo Clearing Services. He also spent time teaching at Stephen F Austin State University’s Ruche College of Business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis, offering asset-based fee structures and access to a broad range of investment products through its affiliations.

Alexander Singleton is a financial advisor at Vanguard Advisers based in Plano, TX. He holds a Series 66 designation and has been in the industry since 2026. Outside of his advisory role, he has been involved with the Coppell Youth Soccer Association. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios primarily composed of Vanguard funds and ETFs.

Matthew Manning is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and was previously with MML Investors Services Inc and MassMutual for 13 years. Outside of his advisory role, he is involved as an insurance agent and owns Teleios Financial LLC. OSAIC serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes for both discretionary and non-discretionary accounts.

Javier Rodriguez is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and previously spent a year at Hilton. Outside of his advisory role, he is involved with the Regional Hispanic Contractors Association as Vice Chairman of the Capital Campaign Committee and serves on the board of ALPFA. He is also an independent contractor for Nammi Food Truck, a restaurant in Dallas. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm uses a structured planning process supported by the Global Investment Committee’s analyses and offers a range of retail and institutional investment services.

Victoria Buenner is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation. She has been with J.P. Morgan Securities since 2026 and has a diverse work history including roles in recreational sports and small business operations. 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 an ESG eligibility framework to support its recommendations.

Dustin Elo is a CFP® professional with 19 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, Elo serves as treasurer for the Brockdale Homeowners Association and the Allen Indian Guides and Princesses organization. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Joseph Rodarte is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and one year of industry experience. Before joining Vanguard, he worked at Morgan Stanley and operated his own firm, JR Capital, LLC. Outside of financial advising, he is an independent consultant for LifeVantage Corporation, a direct sales company in the health and nutrition sector. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, primarily serving 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 a range of customization options and tax-aware features.