Lionel Ibonga is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 credential and four years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Triptych LLC and Ameriprise Financial. 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 supports its advisory process with centralized due diligence combining quantitative and qualitative research and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Adam Legler is a Series 66-licensed financial advisor with seven years of industry experience, currently with Vanguard Advisers in Plano, TX. His career includes roles at The Vanguard Group, Vanguard Marketing Corporation, Prosperity Bank, and prior service in the Israel Defense Forces. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily made up of Vanguard funds and ETFs. The firm manages a large client base through its digital platform and team servicing model.

David Edwards is a CFP® and Series 66 designated advisor with 22 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has additional experience with JPMorgan Chase Bank, LPL Financial, and Merrill. He is based in Plano, TX. 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 through a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and offers access to broader derivatives and commodities capabilities.

Branson Butler is a financial advisor at Merrill with Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Merrill since 2015. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Espey is a financial advisor with UBS Financial Services in Plano, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Goldman Sachs and Capital One. He has been with UBS since 2017. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management solutions.

Cynthia Michel is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 13 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Co. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and various corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department, third-party strategists, and TAMP sponsors.

James Sartain Jr. is a financial advisor at Vanguard Advisers with Series 63 and Series 65 certifications and two years of industry experience. Prior to joining Vanguard in 2026, he worked at Boston Consulting Group and has been involved with GrayFin Ventures LLC, a non-investment related business. He has also operated Texas Growler LLC since 2013. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach to set personalized asset allocations primarily through Vanguard funds and ETFs. The firm is notable for its large scale and digital delivery platform, serving hundreds of thousands of clients with more than 2,200 advisors.

Wesley Camp is a CFP® with 32 years of industry experience, currently affiliated with Cetera. He has been with Cetera Wealth Services, LLC since 2013 and has a longstanding association with Ottawa Financial Corporation dating back to 1994. Wesley also sells life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and more than $256 billion in assets under management.

Michael Vandegrifft is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Glast, Phillips & Murray, PC, and Fitness International dba L.A. Fitness. 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 within a non-discretionary advisory program.

Harry Wallace III is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2015. Outside of his advisory role, he is involved with HT Legacy Ice, a corporation focused on automated ice machine operations in Celina, Texas. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Luke Haddad is a financial advisor at J.P. Morgan Securities in Plano, TX, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Equitable Advisors and held various roles at Trinity Industries, Life Time, Inc., and the University of Texas Arlington. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select team of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and supports implementation through affiliated investment-management entities.

Krish Patel is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 65 licenses and three years of industry experience. He is the owner of KJSJ LLC, a company established recently for potential future investments, and works as a caregiver providing home care for his grandmother. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates a range of Eligible Strategies including ESG considerations.

Nicole Elliott is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab, Mass Mutual Investors Services, and MetLife Securities. Outside of her advisory role, she is a partner in a men’s hair salon business. 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. The firm’s advisory process incorporates quantitative and qualitative due diligence and may include ESG criteria in its recommendations.

Craig Saunders is a CFP® with over 31 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving at the firm's Prosper, TX office. Outside of advising, he holds business ownership in real estate through CJS Family Properties. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

David Bujacich is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, J.P. Morgan Securities, and Edward Jones. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

David George is a financial advisor at Raymond James Financial with 46 years of industry experience. He holds a Series 63 designation and has worked with Raymond James Financial Services since 1999. Outside of his advisory role, he is involved in agriculture, raising horses and cattle. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network with services that include municipal advisory and specialized retirement plan consulting.

Matthew Waltmon is a financial advisor with Charles Schwab in Plano, TX, holding the CFP® designation and Series 63 and 66 licenses. He has 24 years of industry experience, including prior roles at TD Ameritrade and Charles Schwab Bank. 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 offers a mix of non-discretionary and discretionary investment management, leveraging multi-asset model portfolios and a centralized operational structure.

Isaac Stevens Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 50 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 42 years before joining Raymond James in 2018. He is a part-owner of an independent printing business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and corporations. The firm offers tailored, non-discretionary planning and utilizes risk profiling and analytical tools to support client goals, while maintaining specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Roger Bell is a financial advisor with LPL Financial based in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at American General Securities Incorporated and Mutual Service Corporation before joining LPL Financial in 2009. In addition to his advisory work, he operates a non-variable insurance planning practice under Bell Financial Group and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, including access to third-party asset managers and institutional platforms.

Jeffery Davis is a financial advisor at Ameriprise Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments and Morgan Stanley. Davis’s background also includes experience outside finance with Team Sports Agency and Millar Construction. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.