Derek Vaughn is a financial advisor at Ameriprise in Dallas, TX, holding a Series 66 designation with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Randall Barnes Jr. is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2019, including a year with Morgan Stanley Private Bank, N.A. Prior to that, he gained experience at NAI Robert Lynn and Champioins School of Real Estate, as well as Baylor University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside its Financial Advisors and Estate Planning Strategies Group.

David Acosta is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including JP Morgan Securities LLC, Avantax Advisory Services, USAA Financial Planning Services, and Fidelity. 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’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Alexander Epps is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 2013 and joined Merrill Lynch in 2017. Alexander specializes in designing customized strategies to help a select group of high-net-worth individuals, families, and business owners pursue their short- and long-term financial goals. His expertise includes family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Alexander's approach is planning-first, analyzing each client's full financial picture to build personalized plans that evolve with clients' changing needs. He holds a Bachelor of Arts degree in Business Administration from Austin College and is a Personal Investment Advisor (PIA). Outside of his professional life, Alexander enjoys an active lifestyle with his wife, Crystal, and their daughter, Hannah. They share interests in sports, travel, and spending meaningful time together. Alexander is also involved in the professional organization Let's Grow McKinney.

Thanhha Ha is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2010 and previously held roles at B. Riley Wealth Management and Morgan Stanley & Co. LLC. Ha is also an independent insurance agent for various companies and owns Pinecrest Financial in Allen, Texas. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and access to unaffiliated third-party advisers and proprietary model strategies.

Shannon Nickel is a financial advisor with Merrill based in McKinney, TX, holding a Series 66 designation and 17 years of industry experience. Since 2012, she has worked with Bank of America, N.A. and Merrill. 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.

David Bower is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process includes structured discovery conversations and utilizes firm-approved tools to model outcomes, while clients are responsible for implementing and updating their plans.

Giovanny Olvera is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has worked at Bank of America and Merrill since 2019 and has prior experience at Texas Tech University and Autozone. 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.

Leticia De Cassia Ravache is a financial advisor with J.P. Morgan Securities based in Richardson, TX. She holds Series 63 and Series 66 designations and has three years of industry experience. Prior to joining J.P. Morgan Securities in 2022, she worked at Itau Private Bank and Banco Itau Unibanco S.A. 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 process integrates quantitative and qualitative research with a proprietary ESG eligibility framework and features broader derivatives and commodities capabilities.

Tuan Dau is a financial advisor with Ameriprise in Plano, TX, holding a Series 63 designation and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Doug Boerschig Jr. is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity divisions since 2007, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs and provides oversight and management for multiple affiliated and unaffiliated sub-advisers.

James Wilson III is a financial advisor at Edward Jones in Dallas, TX, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Miami Device Solutions and Bizport. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large retail advisor network and affiliated financial services beyond advisory offerings.

Kaleb Felder is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at L3Harris, Legacy Ag Credit, Walmart, Smoothie King, and Dixon Baptist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

Anthony Valente is a financial advisor with Robert W. Baird & Co. in Dallas, TX, holding Series 63 and Series 65 credentials and having 20 years of industry experience. He has been with Robert W. Baird since 2016. Outside of his advisory role, he is a property owner of a rental property in Santa Fe, NM. Robert W. Baird & Co.'s DDK Group, where Valente works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a variety of financial planning, portfolio management, and advisory services. The firm employs a combination of manager-traded and model-traded strategies, tax management, and internal research, with approximately $394 billion in regulatory assets under management as of December 31, 2025.

Daren Lee is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 license and has previously worked at Raymond James Financial, Parkway Wealth Management Group, and Bank of America. Lee is based in Allen, Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates both quantitative and qualitative research and includes broader derivatives and commodities capabilities.

John Glenn is a financial advisor at Merrill with nine years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and has worked at Merrill since 2011, with prior experience at Banc of America Investment Services and Morgan Stanley DW Inc. Outside of his advisory role, he is a co-owner of a rental property with family members. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jonathan Frigo is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior experience includes 14 years at Ameriprise Financial Services, Inc. He has fiduciary responsibilities in roles such as trustee and personal representative. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, emphasizing structured financial planning supported by firm-approved tools and research.

Patrick Orender is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been affiliated with Primerica Advisors and Primerica Financial Services since 1997. Outside of advisory work, he is a partner in Orenders Champions, LLC, which manages desktop publishing and book sales related to leadership and business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily through model portfolio strategies managed by unaffiliated asset managers and supports trade execution and custody through established custodians.

Robert Hensley is a financial advisor with Fidelity Investments in Dallas, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Texas Securities Inc. and has held various roles across multiple industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Bruce Hagemann is a financial advisor at LPL Financial in Plano, TX, holding Series 63 and Series 65 licenses with 32 years of industry experience. His prior roles include positions at BBVA Securities Inc., Bbva Wealth Solutions Inc., and BBVA Compass Insurance Agency Inc., spanning over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.