Brandon Williams is a financial advisor at Merrill in Frisco, TX, holding Series 66 and Series 63 credentials with two years of industry experience. His prior work includes positions at Charles Schwab & Co., Inc. and Bank of America. Merrill 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, pension plans, corporations, and charitable organizations.

Evan Alexander is a financial advisor at Raymond James & Associates in Frisco, TX, holding a Series 66 designation. He has less than one year of industry experience and previously worked in various roles, including positions with the New York Yankees and Uber. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Adam Chirhart is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and six years of industry experience. His career includes roles at The Vanguard Group, Vanguard Marketing Corporation, and multiple positions at State Farm Insurance. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm combines a goal-based, algorithm-driven investment approach with portfolio construction primarily using Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Amy Best is a financial advisor with Merrill in Frisco, TX, holding a Series 66 credential and bringing 23 years of industry experience. She has been with Merrill since 2009 and has been affiliated with Bank of America, N.A. since 2003. Outside of her advisory role, she serves as the Allocations Committee Chair and a board member for Variety The Children's Charity of St. Louis. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and charitable organizations.

Josef Bezdek is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 65 and Series 63 registrations and having six years of industry experience. His prior roles include positions at Planmember Services, Teachers Financial Services Inc., and Freedom Equity Group LLC. Outside of his advisory work, he creates woodworking content on YouTube. 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 applying an ESG eligibility framework in its investment recommendations.

David Barlow is a CFA® charterholder with 15 years of industry experience, currently serving at Morgan Stanley in Plano, TX. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using tools such as Monte Carlo simulations and Secular Return Estimates.

Esther Olivas is a financial advisor with Edward Jones in Plano, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Before joining Edward Jones in 2026, she worked at JPMorgan Chase Bank and JPMorgan Securities LLC from 2015 to 2026, and at Express in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.

Monica Payne is a financial advisor at UBS Financial Services with 19 years of industry experience. She previously worked at Morgan Stanley for nine years before joining UBS in 2021. Outside of her advisory role, she serves as an arbitrator for FINRA and is involved with the Foundation for Educational Success, focusing on strategic organization and process improvements for programs serving underserved communities. 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 uses proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances.

Gina Husted is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2009. Outside of her advisory role, she serves as a power of attorney for her mother in Salt Lake City, Utah. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.

Peter Beswerchij is a financial advisor at UBS Financial Services with 36 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 65 designations. Outside of finance, he is a Tai Chi instructor at Motor City Tai Chi in Troy, Michigan. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and market-making activities.

Paul Valtierra is a financial advisor with Wells Fargo Advisors in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of advising, he is engaged in managing investment-related business activities, including ownership in several rental properties and an investment group in Frisco. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a large network of advisors. The firm offers comprehensive financial planning services alongside investment options, with tailored recommendations based on Wells Fargo’s research and planning tools.

Johnny Maberry is a financial advisor at Ameriprise in Fort Worth, TX, with 16 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Maberry is also involved in paraplanning through WLWA, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, algorithm-assisted advice primarily for clients maintaining assets in Ameriprise-managed accounts.

Isaac Caldwell is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various firms including Family Wealth Partners and Vision Financial Group. Outside of his advisory role, he has contracted as a delivery driver for DoorDash. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm emphasizes a goal-based, algorithm-driven approach, constructing portfolios primarily from Vanguard funds and ETFs, and serves a large client base through its digital platform and extensive advisory team.

Aaron Smith is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, he worked at PHX Financial and US Pawn, among other roles. He served in the US Marines from 2012 to 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, using structured planning tools and market modeling techniques.

Michael Vestal is a CFP® and ChFC® with 29 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously held roles at Wfg Investments and TIAA CREF. He is also the owner of Vestal Financial, Inc., a business focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a broad network of independent Financial Professionals using a range of portfolio management and model-based solutions.

Andrew Thomas is a financial advisor at Vanguard Advisers with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Vanguard Advisers since 2021. Prior to that, he was affiliated with First Command Financial Planning, Leap Wealth Management, and TD Ameritrade. Outside of his advisory role, he is the owner of Break It Take It, LLC. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to create personalized portfolios primarily composed of Vanguard funds and ETFs, supporting a high client-to-advisor ratio through its automated platform and team servicing model.

Michael Miller is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bank of America, N.A. and Merrill for the past 10 years. 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 designed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joe Cruse IV is a financial advisor at Edward Jones with seven years of industry experience. His previous roles include work at JPMorgan Chase Bank and involvement with Gateway Church in Southlake, TX, where he also served as a contracted musician. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Juan Villamizar is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at UBS Financial Services, Hightower Securities, and Fidelity, where he worked for 15 years in various capacities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute along with third-party data to support its investment approach.

Alejandro Esparza is a financial advisor at Merrill with Series 66 and Series 63 designations and two years of industry experience. His prior work includes roles at Bank of America, NYLIFE Securities LLC, and New York Life. Outside finance, he has experience with Meraki Solar and Meraki Solutions. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.