Stephen Wright is a financial advisor with Edward Jones in McKinney, TX, holding Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at Fisher Investments and Wells Fargo Bank, N.A. Outside of his advisory work, he assists with seasonal holiday light installations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

James Barnett is a Series 66 credentialed financial advisor with nine years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2016 and is currently based in Plano, TX. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

George Niziol, CFP®, is a financial advisor with Raymond James Financial in Lewisville, TX, bringing 24 years of industry experience. He has been associated with Raymond James Financial Services since 2007 and operates a supporting investment advisory firm. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides non-discretionary planning tailored to client goals and incorporates analytical tools such as risk profiling and probability modeling in its advisory approach.

David Heard is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior work includes roles at Waddell & Reed, Inc and various insurance carriers for W & R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, supported by research and model portfolios, along with both discretionary and non-discretionary management options.

Terrance Campbell is a financial advisor with Vanguard Advisers based in Plano, TX, holding Series 63, 65, and 66 licenses with four years of industry experience. He has worked at various financial services firms including Empower Financial Services and TIAA-CREF Individual & Institutional Services. Outside of his advisory role, he is the founder and principal coach of Pivot Transformation Academy, LLC, a personal development and leadership coaching business that offers educational content, speaking engagements, and workshops. 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 approach with proprietary methodologies to construct personalized portfolios mainly composed of Vanguard funds and ETFs.

Scott Parker is a financial advisor with Charles Schwab in McKinney, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 2012 and previously worked at Mutual of Omaha for 20 years. Parker is also managing partner of Parker Operating Company, LLC, and directs staff at Parker Management Consultants LLC, both roles related to non-investment business activities. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory and brokerage services through its integrated Schwab Wealth Advisory program. The firm combines non-discretionary client advisory with access to discretionary separately managed accounts and provides multi-asset model portfolios, alternative investment options, and centralized operational services.

Caleb Springer is a financial advisor with LPL Financial in Plano, TX. He holds the Series 66 designation and has one year of industry experience. His prior roles include positions at Ouachita Baptist University and Inside-Out Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

William Strong is a financial advisor with Edward Jones in Plano, TX, holding Series 66 and Series 63 credentials and having one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Charles Schwab & Co., Inc. for two years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a broad network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Ivan Andujar is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018, and previously at GWFS Equities, Inc. and Empower Retirement. Outside of finance, Andujar is involved with USA Volleyball as a volleyball referee. J.P. Morgan Securities LLC 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jordan Allbritton is a financial advisor at J.P. Morgan Securities with the Series 66 designation and one year of industry experience. His prior work includes a brief tenure at JPMorganChase. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Melinda Lapert is a financial advisor with Wells Fargo Advisors in Plano, TX, holding a Series 63 designation and bringing 40 years of industry experience. She has been with Wells Fargo Advisors and its affiliates since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations across various financial needs.

George Prate is a financial advisor with Fidelity in Plano, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Fidelity Investments since 2010, including roles with Fidelity Personal and Workplace Advisors. Outside of his advisory work, he owns and manages Bradley Long Ventures, LLC, a rental property partnership. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Jessica Phelps is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2024. In her current role, she leads a team of financial professionals dedicated to helping clients pursue their financial goals through the cocreation and implementation of financial plans. Jessica has extensive experience within Fidelity Investments, having served in various leadership roles including Assistant Branch Leader from 2022 to 2024, Team Leader in Advisory Services from 2021 to 2022, and Team Leader in Investment Solutions from 2020 to 2021. Her career at Fidelity began in 2016 as a Financial Representative and Full Trader, progressing through multiple positions that provided her with broad expertise in investment solutions and relationship management. Details regarding her education, credentials, personal interests, and community involvement have not been provided.

Nathaniel Donnelly is a Senior Financial Advisor at Merrill Lynch Wealth Management and a partner of The JCB Wealth Management Group. In his role, he focuses on business development, client communication, and ongoing wealth analysis to support clients in achieving their financial goals. He advises high-net-worth families, business owners, and executives through customized wealth management, advanced financial strategies, and tax mitigation. Nathaniel began his career with Merrill Lynch Wealth Management in 2016. He holds a bachelor’s degree in economics and finance from Texas Christian University. He is a Personal Investment Advisor (PIA) and has been recognized in the 2023 Forbes "Top Next-Generation Wealth Advisor Best-in-State" list. Beyond his professional work, Nathaniel is an active member of The President’s Leadership Council at John Paul II High School, where he focuses on tuition assistance for underprivileged families in the Dallas-Fort Worth area.

Robert Harmon is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 65 licenses and one year of industry experience. His prior experience includes roles at Charles Schwab and Fisher Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Kyle Simmons is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously worked at Bank of America, Merrill, Raymond James Financial Services, and Ameriprise Financial Services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tiffany Campbell is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Outside of her advisory role, she is a part-owner of rental properties in Texas and Oklahoma. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Justin Nnabuife is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services LLC and Frisco Financial Planning. He is currently employed by The Vanguard Group, Inc. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, 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 combination of digital delivery and a team servicing model.

Joseph Bernecker is a CFP® with 24 years of industry experience, currently serving at J.P. Morgan Securities since 2022. His prior roles include positions at Bank of America, Merrill, and BMO Harris Financial Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Merilyn Aro is a Series 66 licensed financial advisor at Vanguard Advisers with seven years of industry experience. She has previously worked at Merrill Lynch and JP Morgan Securities. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and primarily invests in Vanguard funds and ETFs.