Ramon Pizana III is a Series 66-licensed financial advisor at Merrill with one year of industry experience. His prior work includes roles at Bank of America, PNC, Regions Bank, BBVA, and Chase. Outside of finance, he owns and operates an automotive window tint service in Brownsville, Texas. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Matthew Covelli is a CFP®, CFA® credentialed advisor with nine years of industry experience. He is currently with Vanguard Advisers and has previously worked at RGT Wealth Advisors and Genovese Burford & Brothers Wealth and Retirement Plan Management. Covelli is also an employee of The Vanguard Group, Inc. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios mainly composed of Vanguard funds and ETFs, offering a range of customization options through a large-scale digital platform supported by over 2,200 advisors.

Frederick Leisner is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Ameriprise and Fidelity Investments. He is involved with the McKinney North Stars in a part-time capacity outside of his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, and supports advisors with various model portfolios and technological tools.

Neal Norton is a financial advisor with Edward Jones in Allen, TX, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Jordan Fournier is a financial advisor with LPL Financial based in Prosper, TX, holding Series 63 and Series 65 designations and has nine years of industry experience. He has worked with LPL Financial and Thomson Investment Group since 2015. He is involved with Thomson Investment Group, Inc., an entity associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Claudio Edington is a financial advisor at J.P. Morgan Securities in Plano, TX, holding a Series 66 designation with eight years of industry experience. His prior work history includes roles at Robinhood Markets, Inc. and various positions within J.P. Morgan Chase Bank and J.P. Morgan Securities. 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 approach combines quantitative and qualitative research supported by a centralized manager solutions team and includes capabilities in derivatives and commodities.

Christopher Offner is a financial advisor with Wells Fargo Advisors in Plano, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior positions include roles at Edward Jones and Hartford Funds Distributors, LLC. Outside of his advisory work, he has ownership interests in several investment-related businesses including Willow Bend Wealth Management, LLC and Offner GP, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm’s advisors use proprietary research and tools to develop tailored recommendations, which clients may implement through brokerage or advisory programs on a discretionary basis.

Grant Bruce is a Series 66-licensed financial advisor with five years of industry experience. He is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he has served as a baseball coach at Plano West Senior High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Andrew Royal is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles including founder of Royal Results Coaching Inc. and positions at Vorwerk Thermomix USA, Regal Ware Inc., and Nerium International. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services and investment strategies supported by a large network of financial advisors nationwide.

Evan Taylor is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining Wells Fargo in 2026, he spent ten years at UBS Financial Services Inc. and two years at Baylor Surgicare at North Dallas. Outside of his advisory role, he serves as the executor of the David Lawrence Taylor Estate. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and combines brokerage and advisory solutions with research and analytics from Wells Fargo Investment Institute.

Drew Wilder is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 and Series 63 credentials and has previously worked at Charles Schwab & Co., Inc. and Capital One. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

David Bonds is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 licenses and possessing three years of industry experience. Prior to Vanguard, he worked at First Financial Bank and has a background that includes entrepreneurial activities such as operating Bonds Swimming in Los Angeles. Vanguard Advisers provides 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 constructed from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisory teams, focusing on personalized asset allocations and a range of customization options.

Roberto Cespedes is a Financial Advisor at Merrill Lynch Wealth Management. With more than 20 years of experience in the financial services industry, he specializes in wealth management, retirement planning, investment strategies, risk management, and comprehensive financial solutions. Roberto serves clients in both English and Spanish, focusing on international wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. He holds a Bachelor's Degree from the University of North Texas and a Master of Business Administration (MBA) from the University of Texas System. Roberto's professional credentials include the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Throughout his career, he has emphasized personalized guidance and strategic planning to help clients achieve their financial objectives. Outside of his professional work, Roberto enjoys hiking, music, photography, spending time with his family, swimming, tennis, and watching movies.

Thomas Trump is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 26 years of industry experience, including prior roles at Robinson Value Management, Ltd., Bensboro Advisors, LLC, and Raymond James Financial Services, Inc. Outside of his advisory work, he coaches youth soccer for FC Dallas Youth. Cambridge Investment Research Advisors, Inc. serves a diverse client base that includes individual investors, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a substantial asset base through a network of financial professionals and provides access to multiple investment platforms and proprietary model strategies.

Christopher Beach is a Senior Financial Advisor with Merrill Lynch Wealth Management. His practice is deeply rooted in family values, reflecting his personal experience of being adopted from an orphanage in Vietnam in 1975. He focuses on helping clients navigate financial decisions to support their families through various life stages. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, and retirement income. Christopher holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned a Bachelor's degree from Southern Methodist University. Outside of his professional role, Christopher is involved in community organizations such as Serve Hope, Academy 4, and Emprende Global. He enjoys biking, golfing, hiking, spending time with his family, and traveling.

Jamaul Pride is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and four years of industry experience. He also serves as CCO/COO of Dawson Private Wealth, LLC, an independent investment management firm affiliated with Raymond James. In addition to his advisory roles, he owns and operates Five Hearts Hot Sauce, LLC, where he is involved in production, packaging, distribution, marketing, and social media. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and utilizes various analytical tools to support client goals while maintaining specialized municipal and public finance advisory capabilities.

Jose Benavides is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 credentials and totaling four years of industry experience. His prior experience includes roles at PNC Wealth Management, Bank of America, and Merrill Lynch. Outside of finance, he has experience in the food service industry with positions at Churromania and Buffalo Wings and Rings. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach and primarily constructs portfolios from Vanguard funds and ETFs, integrating tax-aware features and customization options.

Alaira Olmos is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and four years of industry experience. She has worked at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2022, with prior experience at Equitable Advisors, Northwestern Mutual, and other roles including at Clix Portrait Studios and the University of North Florida. Vanguard Advisers provides 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 composed of Vanguard funds and ETFs. The firm manages a large client base through its digital platform and extensive advisory team.

Virgil Norris Jr. is a Series 66-credentialed financial advisor with 18 years of industry experience, currently with Vanguard Advisers. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, Equitable Advisors, and operating his own e-commerce business. Since 2023, he has been self-employed in e-commerce, selling items online. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants, 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 scalable digital platform and offers a variety of customized investment solutions.

Kim Hong is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Prior to joining Vanguard Advisers in 2025, Kim held roles within various Vanguard entities since 2022 and gained experience in mortgage services and staffing agencies. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary models and primarily Vanguard funds and ETFs, delivering services at scale through a combination of digital platforms and advisor teams.