Nichole Smith serves as a Branch Leader at Fidelity Investments, a role she has held since 2023. In this capacity, she leads a team of financial professionals dedicated to delivering a comprehensive client experience. Prior to this position, Nichole held several roles within Fidelity Investments, including Planning Consultant from 2021 to 2023, Senior Relationship Manager from 2019 to 2021, and Relationship Manager from 2017 to 2019. Throughout her career at Fidelity, Nichole has concentrated on fostering strong client relationships with a focus on holistic financial planning. She brings extensive experience in financial advisory and client management, supporting clients in achieving their financial goals. Outside of her professional responsibilities, Nichole enjoys attending comedy events and concerts.

Tia Safford is Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, she supports ultra-high net worth families in co-creating comprehensive financial plans that address complex needs including tax-efficient investing and estate planning considerations. She is a Certified Financial Planner (TM) and focuses on ensuring that every detail of financial and multi-generational wealth plans is cultivated and considered holistically. Tia has been with Fidelity Investments since 2005, progressing through roles including Financial Representative, Investments Consultant, Financial Consultant, and Vice President, Financial Consultant before assuming her current position in 2023. She holds an Arkansas Insurance License.

Otha Smith is a financial advisor with Morgan Stanley in Plano, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at Morgan Stanley Private Bank, The Leaders Group, and Lincoln Financial Distributors. Outside of finance, he is involved in business ventures including book publishing, TV and web series production, and consulting for a transportation services company. Morgan Stanley Wealth Management provides a range of advisory and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets through structured planning processes without individual security recommendations in standalone programs.

Amanda Roedell is a financial advisor with J.P. Morgan Securities based in Plano, TX, holding a Series 66 designation and eight years of industry experience. Her prior work history includes roles at Robinhood Financial and Compass Group USA, along with earlier positions at J.P. Morgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and an ESG eligibility framework to guide investment recommendations delivered on a non-discretionary basis.

Thomas Trussell is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise in Baton Rouge, LA since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

Blake Redd is a financial advisor with Vanguard Advisers in Plano, TX. He holds a Series 66 credential and has one year of industry experience. Prior to joining Vanguard, he worked at several firms including Osaic Wealth, Concurrent Investment Advisors, and Bleakley Financial Group. Outside of finance, he has worked in data labeling for Telus Digital. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mostly from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Richard Sowell is a financial advisor at Vanguard Advisers with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Cetera and Regions Bank. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies to build personalized portfolios primarily composed of Vanguard funds and ETFs.

Michael Meneghetti is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and three years of industry experience. He has been with Vanguard and its affiliated entities since 2022 and has prior teaching experience at Texas A&M University and Houston Community College. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a high advisor-to-client ratio, emphasizing digital delivery and customizable investment solutions.

Allison Tarpley is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in McKinney, Texas. She has been serving clients in the financial advisory field since 1999, leading her own practice within the Merrill Lynch office. Allison and her team focus on delivering wealth management planning, investment advice, and personalized service to clients, prioritizing integrity, hard work, and a client-centered approach. She graduated with a degree in Business Administration from Austin College in Sherman, TX, in 1999 and later earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Allison's professional credentials further include Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her expertise encompasses comprehensive financial planning, including education planning, retirement, estate, philanthropic, and socially responsible investing strategies. Outside of her professional role, Allison is involved in her local church community. She enjoys spending time with her husband, Mark, and their two children. Family activities often include supporting their children's sports and enjoying time at their lake house.

Jason Felsman is a financial advisor at Edward Jones in Frisco, TX, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for Enterprise Holdings for 21 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and proprietary funds, supported by a large network of financial advisors and branch offices across the United States.

Matthew Ford is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Raymond James Financial Services and Prospera Financial Services. He is also associated with Legacy Retirement Planning, an entity related to his work at LPL Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth and non-high-net-worth clients—retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Taylor Cook is a financial advisor at Merrill Lynch Wealth Management. He specializes in serving professionals, executives, business owners, and families who value thoughtful planning, clear communication, and a long-term perspective regarding their finances. Taylor focuses on providing comprehensive financial strategies and investment management services tailored to meet the needs of business owners and families. His expertise includes retirement planning, asset allocation, and wealth preservation, supported by his designations as a Chartered Retirement Planning Counselor™ and an Accredited Wealth Management Advisor™. Taylor assists clients during significant life events such as career transitions, business growth, retirement, inheritances, and other situations that require informed financial decisions affecting various aspects like cash flow, taxes, benefits, and estate planning. Taylor holds a bachelor's degree in business administration from the University of North Texas. Outside of his professional work, he is dedicated to family and friends and pursues interests including baseball, bass fishing, golf, and college football. He also engages in ongoing education and community activities.

Benjamin Wilson is a financial advisor with J.P. Morgan Securities in Plano, TX. He holds Series 63 and Series 66 designations and has been in the industry for one year. His prior work experience includes roles outside the financial sector, such as positions in hospitality and retail. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Brooke Bailey is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Merrill and Wells Fargo in various capacities before joining Schwab in 2025. Charles Schwab & Co., Inc. serves a large client base, 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 combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and alternative investment options.

Lathen Hardy III is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab, UPS, and Principal Financial Group. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering non-discretionary advisory services alongside affiliated brokerage and investment management capabilities.

Lisa Ford is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Money Concepts Capital Corp, Ascend Financial Planning and Wealth Management, and Federal Benefits Academy. She serves on the Board of Directors for the U.S. chapter of the International Association of Registered Financial Consultants and is secretary for the Collin County Black Chamber of Commerce. Additionally, she consults for small businesses to improve credit and sales and is involved in insurance sales focused on health and Medicare-related products. 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 portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Trevor Scott is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at Fisher Investments and Goldman Sachs Ayco Personal Financial Management. He is also Chief Operations Officer at Goldlake Capital Partners, an investment-related business. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that incorporates Vanguard funds and ETFs along with customization options. The firm manages a large client base through a combination of digital platforms and a team servicing model.

Jordan Mc Cain is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation. His prior work includes roles at Equitable Advisors, Kemper Sports Management, and The Yacht Club at Chandler's Landing. 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 combines large institutional advisory operations with brokerage and investment management capabilities.

Terry Lee is a financial advisor at RBC Capital Markets with 39 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the Board of Directors of Merrell Road Cemetery. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customizable investment strategies.

Craig Mills is a financial advisor with Edward Jones in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices and offers a variety of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.