Nancy Foust is a financial advisor with RBC Capital Markets in Frisco, TX, holding a Series 66 designation and 12 years of industry experience. She has worked at Merrill from 2014 to 2019 and the Clay Baker Agency Allstate from 2019 to 2021 before joining RBC Capital Markets in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Dylan Mobly is a Series 66-credentialed financial advisor with 11 years of industry experience, currently serving at J.P. Morgan Securities in Plano, TX. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Outside of his advisory role, Mobly has been involved in sports officiating since 2009. J.P. Morgan Securities LLC offers 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 to guide investment recommendations.

Elke Rhoda is a CFP® with 25 years of industry experience, currently serving at Morgan Stanley in Plano, TX. She has previously worked at Bank of America and Merrill, totaling eight years with those firms before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Justin Tak is a financial advisor at Vanguard Advisers with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Merrill Lynch, Ally Invest Securities, and Equitable Advisors. Vanguard Advisers offers automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm’s goal-based, algorithm-driven investment approach employs proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs, complemented by tax-aware features and customization options.

Jason Edwards is a financial advisor with Edward Jones, holding the CFP® designation and Series 63 and 66 licenses. He has 25 years of industry experience, including over two decades at Fidelity Brokerage Services and six years with Edward Jones. Outside of his advisory work, he is involved with multiple multi-family apartment investment funds based in Lubbock, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Jacob Andrade is a financial advisor with Charles Schwab & Co., Inc. He holds a Series 66 designation and has been with Charles Schwab since 2026. Prior to joining Schwab, he completed his education at Baylor University and has diverse experience outside the financial industry. Charles Schwab & Co., Inc. serves a large client base, 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 relationships alongside discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Susan Christman is a financial advisor with UBS Financial Services in Coppell, TX, holding a Series 63 designation and 25 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets, custody, and research-based solutions.

Paul Massey is a financial advisor with LPL Financial in Plano, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Raymond James Financial Services for 14 years and has operated his own firms, including Paul Massey & Associates Inc. and The Noble Group, both since 2010. Massey is also a notary and manages an insurance agency as part of his business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diversified advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from various sources to support discretionary and non-discretionary portfolio management.

Jacqueline Mc Mahon is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds Series 63 and Series 66 registrations. Her prior work includes roles at Equitable Advisors and Engel Wealth Management LLC. 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 investment recommendations.

Christina Kutej is a financial advisor at Merrill with the Series 66 designation and two years of industry experience. She has been with Merrill since 2002. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Robert Hill is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Charles Schwab/TD Ameritrade and Bank of America. J.P. Morgan Securities 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 integrates institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Sarah Wilson is a financial advisor at Ameriprise with six years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated firm since 2010. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria. The firm employs a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Bamma Weber is a financial advisor with Vanguard Advisers, holding a Series 66 designation and eight years of industry experience. She has worked at Vanguard Advisers, The Vanguard Group, and Vanguard Marketing Corporation since 2018, and previously was with Mamantov & Associates and Texas Tech University. 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 investment approach with portfolios constructed primarily from Vanguard funds and ETFs, offering customization options and tax-aware features.

Nate Pena-Alfaro is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity since 2021, progressing through positions including Investment Consultant, Planning Consultant, and Central Relationship Manager. Before joining Fidelity, he worked as a Financial Advisor at Equitable Advisors from 2019 to 2021. Throughout his career, Nate has partnered with individuals and families to help align their financial decisions with their personal goals and values. His approach emphasizes collaboration and transparency to build enduring client relationships. Outside of his professional work, Nate has interests in camping, cars, fishing, fitness, golf, and outdoor adventures.

Robert Pearson is a financial advisor with Raymond James & Associates based in Frisco, TX. He holds Series 63 and Series 65 designations and has 30 years of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is the owner of an agricultural business in Frisco, TX. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide network of advisers.

Hunter Vehslage is a financial advisor with UBS Financial Services in Plano, TX, holding a Series 66 designation and nine years of industry experience. He has been with UBS since 2016, with prior short-term roles including work at Lyft. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of services including financial planning, discretionary portfolio management, and capital markets activities.

Cassandra Rupp is a CFP®-certified financial advisor with Vanguard Advisers in Plano, TX, bringing nine years of industry experience. She has worked at Vanguard Advisers since 2018 and holds additional roles within The Vanguard Group, including involvement in marketing. Outside of her advisory work, she serves as a loan originator for Motto Mortgage. 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 using proprietary models to construct personalized portfolios primarily from Vanguard funds and ETFs, serving a large client base through its digital platform and team servicing model.

Terence Sievert is a Series 66-licensed financial advisor with Edward Jones in McKinney, TX, bringing seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Hewlett Packard Enterprise and Fujitsu Defense and National Security. He also serves as Chief Executive and Chairman of the Board of the Stay in the Fight Veterans Foundation, a nonprofit supporting high-risk veterans in North Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

John Purvis is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior roles include positions at the Texas Department of Insurance and Parrott Wealth Management, among others. Vanguard Advisers offers 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 combines digital delivery with a large advisory team to manage hundreds of thousands of client relationships and provides a range of customization options including tax-aware strategies and ESG preferences.

Deanna Taylor is a financial advisor at UBS Financial Services with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client plans.