Andrew Fuller is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His work history includes roles at several organizations, including The Vanguard Group, Kaleidoscope Park, and the University of North Texas. He has also been involved with Nautical Boat Club – Little Elm. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs, supported by a combination of digital delivery and advisor teams to manage a large client base.

Jason Tucker is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Morgan Stanley Smith Barney from 2010 to 2019 before joining Wells Fargo Clearing in 2019. 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 advisory solutions. The firm's approach is IPS-driven and based on modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Lawrence Silverman is a CFP® with 35 years of industry experience, currently serving with LPL Financial. He has held roles at LPL Financial since 2013, with additional experience at Ameriprise Financial Services, Inc. and 360 Wealth Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various portfolio management options.

Stephen Farrar is a financial advisor with Vanguard Advisers based in Plano, TX, holding Series 63 and Series 66 designations and 14 years of industry experience. His previous roles include positions at Charles Schwab and TD Ameritrade. Vanguard Advisers provides both automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based and algorithm-driven investment approach, utilizing proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Matt Dispensa is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and five years of industry experience. Prior to joining J.P. Morgan Securities in 2024, he worked at Fidelity Investments for three years and has a diverse background including roles at NH Sportsplex, Solar City, and Gateway Hills Health Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Prakruti Agrawal is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Prior to joining J.P. Morgan, she was employed at Michael Kors and TekElite LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Michael Rodriguez is a CFP® with nine years of experience in financial services. He currently works at Vanguard Advisers and previously held roles at Fisher Investments, Ameriprise Financial Services, Fidelity Investments, and TD Ameritrade. His work history also includes a brief period at Amazon and teaching at Burgundy School of Business. 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 create personalized asset allocations, focusing on portfolios built largely from Vanguard funds and ETFs with tax-aware features.

John Koeijmans is a financial advisor at Stifel with 17 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following a decade at Bank of America, N.A. He serves on the boards of the Notre Dame School of Dallas and its foundation, which support students with developmental disabilities, and is chair of the school's finance committee. Additionally, he participates in the Jesuit College Preparatory School of Dallas Foundation Committee. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses as a basis for client decisions.

Randy Matthews is a financial advisor with LPL Financial in Plano, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory role, he operates a separate business under the name Matthews Wealth Management and is involved in selling fixed insurance products through Crump Insurance Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, supported by research and model portfolios.

Magdalena Galindo is a financial advisor at Edelman Financial Engines with 18 years of industry experience. She holds Series 63 and Series 65 designations. Magdalena has been with Edelman Financial Engines since 2008, including its predecessor entity, Financial Engines Advisors L.L.C. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary investment solutions.

Gabriela De Lima Drumond is a financial advisor with Vanguard Advisers, holding a Series 66 designation and based in Plano, TX. She has been with Vanguard and related entities since 2026, following prior experience at Willis Johnson Wealth, Skyward Financial, and Edward Jones, among others. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach that utilizes proprietary models to set personalized asset allocations, primarily using Vanguard funds and ETFs, combined with a digital delivery platform serving a large client base through a team servicing model.

Nirvana Fahmy is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2015. She has been with Fidelity Investments since 2007 in various roles including Financial Consultant, Investments Representative, and Financial Representative. Prior to her tenure at Fidelity, Fahmy worked as a Financial Advisor at Morgan Stanley from 2005 to 2007. With over 21 years of experience, Fahmy partners with clients and their families to create customized and flexible financial plans that address their unique situations. Her practice is built on the values of trust, integrity, and prioritizing clients' needs. She holds insurance licenses in Arkansas and California. Outside of her professional career, Fahmy's personal interests include art, food, social events with friends, museums, traveling, and yoga.

Harrison Williams is a financial advisor with Vanguard Advisers, holding Series 65 and Series 63 licenses. He has one year of industry experience, including prior roles at Morgan Stanley and Garrison Financial Institute. Harrison's background also includes work in diverse sectors such as Tyson Foods and Cadence Bank. 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. The firm manages a large client base through a combination of digital platforms and advisory teams, utilizing proprietary models and primarily Vanguard funds and ETFs.

Timothy Pietrykowski is a financial advisor with Primerica Advisors in Plano, TX, holding Series 65 and Series 63 credentials and over 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. He served as a board member of Lapeer Assembly of God from 2011 to 2014 and also engages in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies and offers a range of portfolio models, including recent additions that invest in cryptocurrency-related ETFs.

Michael Teed is a financial advisor at Vanguard Advisers with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard and Fidelity in various capacities since 1996. He is based in Plano, TX. 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 to construct portfolios primarily from Vanguard funds and ETFs, serving a large client base through its digital platform and advisory team.

Gary Briggs is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Joshua Palmer is a CFP® professional with 21 years of industry experience, currently an advisor at LPL Financial since 2024. He previously worked at Raymond James Financial Services and J.P. Morgan Securities. Outside of his advisory role, Palmer is also commissioned as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to diverse investment programs supported by proprietary research and third-party managers.

Humberto Vargas is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 designations and two years of industry experience. He previously worked at Fisher Investments, Rio Bank, and Equitable Advisors, among other firms. Outside of his advisory roles, he has experience in entrepreneurial ventures including KicksBiscuit and Euphoric Growth LLC. 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 with portfolios primarily constructed from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Mark Larimore is a financial advisor with LPL Financial in Plano, TX, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he serves as a board member for PTOP Property Owners Association, Inc. 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. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by research from internal and third-party sources.

Daniel Maldonado is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to that, he worked at Austin College for one year. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services through Wealth Advisors on a non-discretionary basis.