Lisanne Glew is a financial advisor at UBS Financial Services in Plano, TX, holding a Series 66 designation with 24 years of industry experience. She has been with UBS Financial Services since 2005. Outside of her advisory work, she serves on the Committee on Community Engagement for the Girl Scouts of North East Texas, focusing on leadership development and education programs for girls. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Keith Rowland is a financial advisor at OSAIC with Series 63 and Series 65 licenses, bringing 32 years of industry experience. He has spent his career primarily with Wma Securities, Inc. and as a self-employed advisor since 1994. Outside of his advisory work, he has served as a director of the Steeplechase Lake Homeowners Association. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process emphasizing asset allocation and portfolio optimization via various managed account programs and third-party manager selections.

Mark Ritvalski II is a financial advisor with Vanguard Advisers in Plano, Texas, holding Series 63 and Series 66 credentials and with 12 years of industry experience. His prior roles include eight years at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB, as well as positions at Capital One Investing and Fidelity. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach featuring personalized asset allocations and portfolios constructed mainly from Vanguard funds and ETFs.

Mark Paukune is a financial advisor at Merrill with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Merrill since 2009. His prior experience includes roles at Bank of America N.A. and J.P. Morgan Securities Inc. He serves as an advisory board member for All Saints Episcopal School in Fort Worth, Texas. 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 a range of clients including individuals, institutions, and charitable organizations.

Sean Lewis is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he manages a rental property in Bozeman, Montana. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management grounded in modern portfolio theory. The firm includes a broad range of financial products in its advisory solutions, such as insurance-related vehicles and bank deposit sweep options.

Claire Plouffe is an Investment Consultant at Fidelity Investments, where she currently focuses on navigating complex financial landscapes and partnering with clients to find tailored strategies. She has been with Fidelity Investments since 2021, holding various roles that have contributed to her comprehensive understanding of the financial industry. Her professional experience at Fidelity includes positions as Planning Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. This progression reflects her development in investment consulting and client relationship management. Additional information regarding her education, credentials, personal interests, or community involvement is not provided.

Anthony Martinka is a financial advisor at Charles Schwab in Frisco, TX, holding Series 63 and Series 66 credentials with four years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and employment outside the financial sector such as at Mountain Medical LLC and Polo Ralph Lauren. 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 options, supported by centralized custody and operational infrastructure.

Diva Sharp is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021, she worked at Citibank from 2018 to 2021 and Miracle Ear from 2016 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and may incorporate ESG criteria.

Jeremy Herrington is a financial advisor with Charles Schwab holding Series 66 and Series 63 credentials and 12 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments, totaling 12 years before joining Charles Schwab in 2025. Herrington is based in Plano, TX. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by in-house research and alternative investment due diligence.

Christina Dlugosch is a financial advisor at UBS Financial Services in Plano, TX, holding a Series 66 designation with eight years of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering a range of solutions including financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Amy Crue is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Oppenheimer & Co. for 16 years before joining Merrill in 2022. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Carl Bender is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Plano, TX. He has held roles within various organizations, including Vanguard Marketing Corporation and The Vanguard Group, Inc., since 2022, and previously worked at AI Data Innovations and Heb. 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 approach using proprietary models to deliver personalized asset allocations, constructing portfolios mainly from Vanguard funds and ETFs with options for tax-aware strategies and customization.

Shruti Mehta is an Investment Consultant at Fidelity Investments, where she has been working since 2025. She has a professional background spanning 17 years in the financial services industry, specializing in personalized financial planning to help clients pursue financial freedom and peace of mind. Shruti's experience includes roles such as Planning Consultant at Fidelity Investments from 2021 to 2025, AVP-Relationship Manager at BBVA USA from 2015 to 2020, Tax Advisor at H&R Block in the United States from 2014 to 2015, and various positions in the Indian financial sector including Senior Manager-Premier Banking at Kotak Mahindra Bank, Manager at IDBI Bank, Financial Consultant at Bajaj Allianz Life Insurance Company, and Sales Consultant at ICICI Prudential Asset Management Company. Outside of her professional career, Shruti is interested in fitness, singing, and yoga.

Benjamin Reyes is a financial advisor at Merrill with eight years of industry experience. He holds the Series 65 and Series 63 designations and has worked previously at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA USA, BBVA Insurance Agency, Inc., Wells Fargo Clearing, and Wells Fargo Bank, NA. Reyes is also the sole owner of an unrelated business entity. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

TJ Gawalis is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2019, progressing through various positions including Financial Consultant I, Investment Consultant, PAS Portfolio Specialist, PAS Client Management Representative, Workplace Planning Consultant, and Workplace Planning Associate. This progression reflects his growing experience and expertise in financial consulting and investment management. In his current role, TJ works with clients to develop financial plans aimed at building, preserving, and distributing wealth. His objective is to help clients feel more comfortable and confident as they work towards their financial goals. Outside of his professional responsibilities, TJ has interests in fitness, hiking, music, outdoor adventures, reading, and volunteering.

Jack Parker Jr. is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill Lynch, Bank of America, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers tailored portfolio management and financial planning solutions through various advisory programs, utilizing both in-house and third-party investment managers.

Robert Vigus is a financial advisor with Ameriprise in McKinney, TX, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2020 and also teaches college history as an adjunct professor at Collin College. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients with Ameriprise-managed accounts.

Scott Henry is Vice President and Financial Consultant at Fidelity Investments, where he has been serving clients since 1996. In his current role, he works with Fidelity High Net Worth Clients and their families to develop, implement, and maintain financial plans tailored to navigating various market conditions. He engages clients through a personal one-to-one Private Client relationship model. Over nearly three decades at Fidelity Investments, Scott has held multiple positions, progressing from Fidelity Brokerage Representative to Vice President and Financial Consultant. His areas of expertise include financial planning and client relationship management for high net worth individuals. Outside of his professional work, Scott has interests in baseball, fitness, social events with friends, golf, music, and tennis.

Leonor Torrens is a Series 66 licensed financial advisor with five years of industry experience, currently with J.P. Morgan Securities in Plano, TX. Her prior experience includes roles at Merrill, Wells Fargo Clearing, and JPMorgan Chase Bank. Outside of her advisory work, she is an owner and partner of Venture Vault MarketPlace LLC, a company engaged in commerce and merchandising. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting.

Scott Schober is a financial advisor with Morgan Stanley in Plano, TX, holding a Series 66 designation and 24 years of industry experience. His career includes positions at UBS Financial Services and Merrill before joining Morgan Stanley and its Private Bank in 2016. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and Global Investment Committee insights to support client financial plans.