George Prate is a financial advisor at Fidelity with 15 years of industry experience and holds a Series 66 designation. He has worked at Fidelity since 2010, including roles with Fidelity Personal and Workplace Advisors. Outside of his advisory work, he manages Bradley Long Ventures, LLC, a rental property partnership. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of funds and model portfolios.

Jessica Phelps is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2024. In her current role, she leads a team of financial professionals dedicated to helping clients pursue their financial goals through the cocreation and implementation of financial plans. Jessica has extensive experience within Fidelity Investments, having served in various leadership roles including Assistant Branch Leader from 2022 to 2024, Team Leader in Advisory Services from 2021 to 2022, and Team Leader in Investment Solutions from 2020 to 2021. Her career at Fidelity began in 2016 as a Financial Representative and Full Trader, progressing through multiple positions that provided her with broad expertise in investment solutions and relationship management. Details regarding her education, credentials, personal interests, and community involvement have not been provided.

Nathaniel Donnelly is a Senior Financial Advisor at Merrill Lynch Wealth Management and a partner of The JCB Wealth Management Group. In his role, he focuses on business development, client communication, and ongoing wealth analysis to support clients in achieving their financial goals. He advises high-net-worth families, business owners, and executives through customized wealth management, advanced financial strategies, and tax mitigation. Nathaniel began his career with Merrill Lynch Wealth Management in 2016. He holds a bachelor’s degree in economics and finance from Texas Christian University. He is a Personal Investment Advisor (PIA) and has been recognized in the 2023 Forbes "Top Next-Generation Wealth Advisor Best-in-State" list. Beyond his professional work, Nathaniel is an active member of The President’s Leadership Council at John Paul II High School, where he focuses on tuition assistance for underprivileged families in the Dallas-Fort Worth area.

Robert Harmon is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Charles Schwab and Fisher Investments. 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 through a non-discretionary program.

Kyle Simmons is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, Raymond James Financial Services, and Ameriprise Financial Services. Simmons is based in The Colony, Texas. 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, investment manager searches, and customized performance reporting. The firm’s process combines quantitative screens and qualitative research, applying forward-looking capital market assumptions to build model asset allocations.

Tiffany Campbell is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following a prior role at PNC Managed Account Solutions. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research-driven investment strategies with a broad range of brokerage and advisory solutions.

Justin Nnabuife is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services LLC and Frisco Financial Planning. He is currently employed by The Vanguard Group, Inc. Vanguard Advisers provides both 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 constructed primarily from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital delivery and a team servicing model.

Christopher Lindsey is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 licenses and with two years of industry experience. Prior to joining Vanguard Advisers, he worked at Merrill, Arvest Wealth Management, and Charles Schwab, among other firms. He has been dually employed by Arvest Bank and Arvest Wealth Management, splitting his time between the two. 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 portfolios primarily from Vanguard funds and ETFs, offering a high level of customization and a large-scale digital delivery platform.

Merilyn Aro is a Series 66 licensed financial advisor at Vanguard Advisers with seven years of industry experience. She has previously worked at Merrill Lynch and JP Morgan Securities. 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 and primarily invests in Vanguard funds and ETFs.

Andrew Fuller is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His work history includes roles at several organizations, including The Vanguard Group, Kaleidoscope Park, and the University of North Texas. He has also been involved with Nautical Boat Club – Little Elm. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs, supported by a combination of digital delivery and advisor teams to manage a large client base.

Jason Tucker is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Morgan Stanley Smith Barney from 2010 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm's approach is IPS-driven and based on modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Lawrence Silverman is a CFP® with 35 years of industry experience, currently advising at LPL Financial. His prior roles include positions at Ameriprise Financial Services, 360 Wealth Management, and multiple tenures at LPL Financial dating back to 1996. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Stephen Farrar is a financial advisor with Vanguard Advisers based in Plano, TX, holding Series 63 and Series 66 designations and 14 years of industry experience. His previous roles include positions at Charles Schwab and TD Ameritrade. Vanguard Advisers provides both 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 employs a goal-based and algorithm-driven investment approach, utilizing proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Matt Dispensa is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Fidelity Investments prior to joining J.P. Morgan. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations, with implementation support from affiliated investment-management entities.

Kathryn Wallace is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Bank of America, Ivy Distributors, Waddell & Reed, and Banc of America Investment Services. 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 managed by internal CIO teams and third-party managers for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Rodriguez is a CFP® with nine years of industry experience currently working at Vanguard Advisers. His prior roles include positions at Fisher Investments, Ameriprise Financial Services, and Fidelity Investments. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans using goal-based, algorithm-driven strategies built around Vanguard funds and ETFs. The firm combines digital platform scale with personalized portfolio management and various customization options.

Kayla Williams is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has worked at various J.P. Morgan entities since 2009. Outside of her advisory role, she is involved with Young Living Essential Oils, primarily using their products for personal health as recommended by her doctor. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm supports its advisory process with centralized due diligence and offers a program incorporating forward-looking capital market assumptions and ESG eligibility frameworks.

Reagan Weatherby is a financial advisor with Equitable Advisors in Argyle, TX, holding Series 63 and Series 65 licenses and having eight years of industry experience. Reagan has worked primarily with Equitable Advisors since 2018, with prior roles at Fidelity Personal and Workplace Advisors, Fidelity Investment, and Fidelity Brokerage Services. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party models and providing ERISA fiduciary services to qualified plans.

John Koeijmans is a financial advisor at Stifel with 17 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following a decade at Bank of America, N.A. He serves on the boards of the Notre Dame School of Dallas and its foundation, which support students with developmental disabilities, and is chair of the school's finance committee. Additionally, he participates in the Jesuit College Preparatory School of Dallas Foundation Committee. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses as a basis for client decisions.

Magdalena Galindo is a financial advisor at Edelman Financial Engines with 18 years of industry experience. She holds Series 63 and Series 65 designations. Magdalena has been with Edelman Financial Engines since 2008, including its predecessor entity, Financial Engines Advisors L.L.C. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary investment solutions.