Benjamin Petty is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab since 2019, following prior roles at TD Ameritrade and Scottrade. Outside of his advisory work, he is a member of GBV Ventures LLC, a company involved in capital financing. 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 combination of non-discretionary advisory and discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Gary Williamson is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has 21 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. Outside of his advisory work, he owns a rental duplex property in Bozeman, Montana. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Sally Burnett is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following 14 years at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, supported by research and analytics from Wells Fargo Investment Institute.

Stephen Weathers serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. His role focuses on providing clients with comprehensive wealth planning experiences supported by the global resources of Merrill. He works closely with clients to identify their financial goals and organize their finances accordingly, with an emphasis on financial stewardship that manages risk and identifies opportunities. Stephen and his team specialize in helping individuals plan for retirement income. They assist clients in transitioning from employment income to investment income by integrating various elements such as 401(k) plans, pensions, stock options, and Social Security into a cohesive planning strategy. The team emphasizes availability, proactive outreach, attention to detail, and a commitment to exceeding client expectations while focusing on clients' highest priorities and long-term aspirations. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification, the Chartered Financial Consultant (ChFC) designation, and is recognized as a Personal Investment Advisor (PIA). Stephen earned his Bachelor's Degree from the University of Tennessee System. In his personal time, he enjoys golfing, reading, and spending time with his family.

Jessica Bailey is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Outside of her advisory role, she assists with administrative and social media tasks for a pool services business operated by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supplemented by affiliated mutual funds and tax-efficient services.

James Royal is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in serving High-Net-Worth Individuals and Families, focusing on areas such as Family Wealth Management Strategies, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, and Retirement Income. James has been in the financial services industry since 1985 and joined Merrill Lynch Wealth Management in 2008. He holds a bachelor's degree in Economics & Finance and a Master's in Business Administration from Baylor University. He is a Personal Investment Advisor (PIA) professional designation holder. Outside of his professional work, James enjoys football, hiking, reading, running, spending time with his family, swimming, and traveling.

Adam Noll is a Senior Financial Advisor and leader of the Noll & Campbell Wealth Management team, headquartered at The Star in Frisco, Texas. He joined Merrill in 2015 and achieved Senior Vice President status within five years. He holds the Series 7 and 66 FINRA Registrations and the Personal Investment Advisor (PIA) designation. Adam's team employs a multi-disciplinary approach encompassing investment management, tax mitigation, retirement planning, alternative investments, trust and estate planning, financial planning, private banking through Bank of America, and charitable giving, among other services. Adam earned a Bachelor of Science in Business Administration with a concentration in Marketing from Northern Kentucky University. He is involved in mentoring younger advisors at Merrill through the Advisor Development Program. Adam and his team focus on serving a select number of high net worth families, helping clients articulate their goals, develop asset allocations specific to their objectives, and navigate life transitions such as retirement, children's education, business sales, job changes, and family changes. Outside of his professional responsibilities, Adam participates in community involvement through Big Brothers and Big Sisters. He enjoys coaching soccer and basketball, golfing, swimming, working out, and spending time with his wife Linzie and their sons, Landon and Dillon.

Jake Krominga is a financial advisor at J.P. Morgan Securities in Plano, TX, holding a Series 66 designation with seven years of industry experience. His prior work includes positions at Goldman Sachs (The Ayco Company, L.P. / Mercer Allied) and MBO Partners - PWC Managed Review. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence, quantitative and qualitative research, and utilizes an ESG eligibility framework.

Ellen Thomas is a financial advisor with Primerica Advisors in Plano, TX. She holds the Series 63 and Series 65 licenses and has one year of industry experience. Prior to her current role, she worked at PFS Investments Inc. and Primerica Financial Services and spent 19 years with Rains ISD. She also has experience working with the YMCA. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven investment strategies managed by third-party asset managers.

Jessica Watts is a financial advisor at Merrill in Frisco, TX, holding a Series 66 designation with three years of industry experience. Her prior work includes positions at Bank of America, BMW of Plano, Denton ISD, and Prestonwood Christian Academy. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Brownstein is a financial advisor with Edward Jones in Allen, TX, holding CFP® certification and Series 65 and 63 licenses. He has four years of industry experience, including prior roles at LPL Financial and Charles Schwab. 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 solutions supported by a large nationwide network of advisors and branch offices.

Angel Walden is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and 12 years of industry experience. His background includes roles at JPMorgan Chase Bank and LPL Financial, as well as involvement in entrepreneurial ventures such as operating a sports bar and photography business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative analysis with a focus on eligible strategies and incorporates ESG considerations.

Peter Tarantino is a financial advisor at UBS Financial Services in Plano, TX, holding a Series 66 designation and bringing nine years of industry experience. He has been with UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Phillip Jacobson is a financial advisor at Fidelity with 26 years of industry experience. He holds a Series 66 designation and has worked at multiple Fidelity entities, including Strategic Advisers since 2002. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Sarah Marshall is a financial advisor with LPL Financial in McKinney, Texas, holding a Series 66 designation and 18 years of industry experience. She previously worked at Wells Fargo Clearing from 2008 to 2013 before joining LPL Financial in 2013. Outside of her advisory role, she owns an insurance agency that offers property and casualty insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors.

Travis Nguyen is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 65 licenses and three years of industry experience. He is also a silent partner and investor in a food and beverage business, Anh Hai Ca Phe. 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 and fund searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Sergio De Paoli is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop individualized financial strategies tailored to their unique circumstances, priorities, and objectives. He focuses on helping clients achieve both short- and long-term goals while considering investment risks, emphasizing professional and long-term client relationships. Sergio has progressed through several roles within Fidelity Investments, including Investment Solutions Representative at multiple levels from 2023 to 2026, and Customer Relationship Advocate from 2022 to 2023. His experience encompasses providing attentive support and balanced guidance to enable informed financial decision-making. Outside of his professional work, Sergio enjoys baseball, beach activities, fitness, football, social events with friends, and soccer.

Joanna Clark is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. She previously worked at Bank of America NA for six years and HSBC for three years. Outside of her advisory role, she is a director of a family-owned entity that holds title to a vacation property. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brendan Zamora is a financial advisor at Vanguard Advisers with two years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Investments and Equitable Advisors. Outside of his advisory role, he maintains a general life and health insurance license. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach to portfolio construction, emphasizing personalized asset allocation with Vanguard funds and ETFs.

Mark Caputo is a financial advisor with Wells Fargo Clearing in Denton, TX, holding a Series 63 designation and 46 years of industry experience. Prior to joining Wells Fargo in 2016, he spent over two decades at various Morgan Stanley entities. Outside of his advisory work, he is a member of the Public Arts Planning committee for the City of Lewisville, TX, and owns SAGE Natural Resources, LLC, which focuses on gas drilling leases. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.