Robert Wilds is a financial advisor at J.P. Morgan Securities with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering non-discretionary investment recommendations supported by a centralized due-diligence process.

Constantina Cox is a Series 66-licensed financial advisor with 15 years of industry experience. She has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2017 and previously at Merrill from 2012 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Parker Thompson is a financial advisor at RBC Capital Markets with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fisher Investments. Outside of advisory work, he is a part owner of SWAN LLC, a business involved in real estate investments. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs that incorporate both in-house and third-party investment managers along with various portfolio management and financial planning services.

Dominic Trolio is a financial advisor with Wells Fargo Advisors in Frisco, TX, holding a Series 66 designation and one year of industry experience. Before joining Wells Fargo Advisors in 2025, he worked at High Velocity Payments and Ark-la-tex Financial. Outside of his advisory role, he is a content creator and operator of a YouTube channel called Shifttalk TV, where he handles filming and editing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services tailored to clients meeting specific net-worth criteria. The firm provides a broad array of planning services and integrates advisory offerings with other financial products and referral channels.

Emily Plummer is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2020. Outside of her advisory role, she is involved with JuicePlus as a qualified sales consultant for the direct distribution of nutritional supplements. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning solutions supported by firm-approved tools and methodologies.

Caleb Smith is a financial advisor with LPL Financial, holding a Series 66 credential and beginning his advisory career in 2026. Prior to joining LPL Financial and Merchant Wealth Management, he gained work experience in various roles across hospitality, education, and retail sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm provides a range of advisory programs and utilizes model portfolios and third-party research across discretionary and non-discretionary management strategies.

William Burmeier is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise in Carrollton, TX. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to provide tailored, non-discretionary recommendations. The firm delivers a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Deunta Hicks is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 credentials and possessing seven years of industry experience. He is the owner and partner of No Offense None Taken Entertainment LLC, a content creation venture focused on a podcast covering live gameplay, movie and TV show reviews, and pop culture topics. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and a centralized due diligence process to offer customized, non-discretionary advice.

James Sperrazzo is a Series 66-licensed financial advisor with Vanguard Advisers in Plano, TX. He has been with Vanguard and its affiliates since 2026. Before his current role, he held positions outside the investment industry including work at Give Back Wireless Inc. and Everbowl, LLC, and has experience in education and service roles at Texas Christian University and Whispering Winds Catholic Conference Center. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs.

Gregory Welsh is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping families, small business owners, and non-profits develop and execute successful financial strategies tailored to their unique goals. His expertise includes corporate executive services, divorce transition planning, family wealth management, philanthropic planning, and socially responsible investing. Mr. Welsh holds the Chartered Retirement Planning Counselor (CRPC) designation and has an educational background that includes a high school diploma from John Marshall High School and studies at Oklahoma State University. He is affiliated with professional and community organizations such as 316 Counseling Centers. Beyond his professional work, Mr. Welsh enjoys baseball, football, golfing, and spending time with his family. He is a lifelong fan of Kansas basketball and Kansas City Chiefs football. His approach centers on uncovering clients' priorities to create strategies that pursue their financial goals while promoting generosity and client best interests.

Jacob Rubien is a financial advisor with Charles Schwab in Plano, TX, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to his current role, he held positions at Charles Schwab Bank and Charles Schwab & Co., Inc., with additional work experience across various other industries including education and retail. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management with integrated brokerage, custody, and financial planning services.

Damion Robertson is a financial advisor at Edward Jones in Frisco, TX, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Benjamin Schroder is a financial advisor with UBS Financial Services in Plano, TX. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Schroder has been with UBS Financial Services since 2013. 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 leverages proprietary research and model-based asset allocations to customize client plans.

Kenneth Hack Jr. is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 65 designations and nine years of industry experience. His prior roles include positions at Wells Fargo Advisors and GoldBook Financial. Outside of his advisory work, he coaches youth soccer as a contracted coach with FC Dallas. Vanguard Advisers offers automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven investment approach with portfolios primarily composed of Vanguard funds and ETFs.

Kennon Weaver is a financial advisor with Wells Fargo Clearing in Plano, TX, holding Series 63 and Series 66 designations and 17 years of industry experience. His career includes multiple tenures at Wells Fargo entities and a brief period at CUSO Financial Services. Outside of his advisory role, he owns and operates two CrossFit gyms and serves on the City of Anna, Texas Parks Advisory Board. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm follows an investment policy statement-driven process based on modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options in its investment menus.

Tanner Luehrs is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2017. Outside of his advisory role, he owns Luehrs Golf Equipment. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Mitchell Mandt is a financial advisor at Vanguard Advisers in Plano, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Vanguard, he worked at Ameriprise Financial Services LLC and has a background that includes roles in logistics and education. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform and advisory teams.

William Snyder is a financial advisor at Vanguard Advisers with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Avantax Investment Services and 1ST Global Advisors. Snyder is based in Plano, TX. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach featuring proprietary methodologies and largely invests in Vanguard funds and ETFs.

Scott Mulloy is a financial advisor at Ameriprise with 35 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Mulloy holds the Series 63 designation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific eligibility criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and manages a broad range of advisory, brokerage, and insurance solutions.

Andrea Downard is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 15 years before joining J.P. Morgan Securities in 2025. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.