Kim Nguyen is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and possessing 17 years of industry experience. Nguyen has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative due diligence with a range of investment strategies, including ESG considerations, supported by affiliates for implementation and portfolio services.

Matthew Gonzalez is a financial advisor with Raymond James & Associates in Frisco, TX, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Prior to joining Raymond James in 2026, he spent 10 years at J.P. Morgan Securities and one year at JP Morgan Chase Bank NA. Raymond James & Associates is a large, 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, offering financial planning and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

Richard Rutledge is a financial advisor at Edward Jones in Lewisville, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for ten years at Rutledge Auto Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds.

James Truong is a financial advisor at J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 65 designations. He has less than one year of industry experience, with prior roles including positions at Le Eye Institute and Texas Financial Advisors. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm combines quantitative and qualitative research to develop model asset allocations and offers services supported by various affiliated investment-management entities.

Jennifer Heckart is a Series 66-licensed financial advisor at Edward Jones in Frisco, TX, with 10 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she owns Easy Breezy Rentals LLC, a rental business based in Frisco. 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 approximately $1.01 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jordan Le Gette is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, Jordan held various roles including positions at Panera Bread and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Jasmine Holiday is a financial advisor with Morgan Stanley in Plano, TX, holding a Series 66 designation and 20 years of industry experience. She has worked at Morgan Stanley since 2013, with prior roles at Wells Fargo Clearing and Ameriprise. Outside of her advisory work, she is a partner at M & J Holiday LLC, a recreation-focused business based in McKinney, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services supported by firm-approved tools and the Global Investment Committee’s research.

Roberto Perdomo Jr. is a financial advisor at J.P. Morgan Securities based in Plano, TX. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2026. Prior to his current role, he was affiliated with Trinity Wealth Securities, L.L.C., and has experience managing student investment funds and various other roles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with specialized derivatives and commodities capabilities.

Nathanial Wilk is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he works with Massey, Belville, Samuels & Associates. He specializes in investment advice and strategic goal planning focused on wealth accumulation, preservation, and tax-efficient growth for clients navigating the digital economy. Nathanial focuses on helping business owners and executives grow and preserve their personal wealth. Nathanial has been part of the financial services industry since 2014 and joined Merrill in 2018. Prior to Merrill, he worked at Goldman Sachs in investment fund accounting and at Ernst & Young as a senior auditor serving banking and asset management clients. He holds an active Texas Certified Public Accountant (CPA) license and earned a Bachelor of Arts in Spanish from the University of Wisconsin at Madison as well as a Master in Accountancy from North Dakota State University. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Nathanial enjoys activities such as boating, boxing, camping, football, golfing, skiing, skydiving, spending time with his family, surfing, and traveling. He is also involved in community organizations including the American Corporate Partners (ACP).

Riley Alford is a financial advisor at Vanguard Advisers with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Vanguard, Riley worked with Scott Alford, CPA, from 2017 to 2025 and has held roles at Cain Watters & Associates and Cardinals Sportscenter. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with proprietary models and predominantly Vanguard funds and ETFs. The firm serves a large client base through a digital delivery model supported by over 2,200 advisors.

Ramon Pizana III is a Series 66-licensed financial advisor at Merrill with one year of industry experience. His prior work includes roles at Bank of America, PNC, Regions Bank, BBVA, and Chase. Outside of finance, he owns and operates an automotive window tint service in Brownsville, Texas. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Matthew Covelli is a CFP®, CFA® credentialed advisor with nine years of industry experience. He is currently with Vanguard Advisers and has previously worked at RGT Wealth Advisors and Genovese Burford & Brothers Wealth and Retirement Plan Management. Covelli is also an employee of The Vanguard Group, Inc. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios mainly composed of Vanguard funds and ETFs, offering a range of customization options through a large-scale digital platform supported by over 2,200 advisors.

Taron Jones is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab & Co., Inc. since 2023 and Charles Schwab Bank, SSB since 2026. His prior experience includes an externship with AT&T and several years in full-time education. 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 guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios supported by centralized operations and research resources.

Jordan Fournier is a financial advisor with LPL Financial based in Prosper, TX, holding Series 63 and Series 65 designations and has nine years of industry experience. He has worked with LPL Financial and Thomson Investment Group since 2015. He is involved with Thomson Investment Group, Inc., an entity associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Claudio Edington is a financial advisor at J.P. Morgan Securities in Plano, TX, holding a Series 66 designation with eight years of industry experience. His prior work history includes roles at Robinhood Markets, Inc. and various positions within J.P. Morgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research supported by a centralized manager solutions team and includes capabilities in derivatives and commodities.

Christopher Offner is a financial advisor with Wells Fargo Advisors in Plano, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior positions include roles at Edward Jones and Hartford Funds Distributors, LLC. Outside of his advisory work, he has ownership interests in several investment-related businesses including Willow Bend Wealth Management, LLC and Offner GP, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm’s advisors use proprietary research and tools to develop tailored recommendations, which clients may implement through brokerage or advisory programs on a discretionary basis.

Grant Bruce is a Series 66-licensed financial advisor with five years of industry experience. He is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he has served as a baseball coach at Plano West Senior High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Evan Taylor is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining Wells Fargo in 2026, he spent ten years at UBS Financial Services Inc. and two years at Baylor Surgicare at North Dallas. Outside of his advisory role, he serves as the executor of the David Lawrence Taylor Estate. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and combines brokerage and advisory solutions with research and analytics from Wells Fargo Investment Institute.

Drew Wilder is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 and Series 63 credentials and has previously worked at Charles Schwab & Co., Inc. and Capital One. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

David Bonds is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 licenses and possessing three years of industry experience. Prior to Vanguard, he worked at First Financial Bank and has a background that includes entrepreneurial activities such as operating Bonds Swimming in Los Angeles. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisory teams, focusing on personalized asset allocations and a range of customization options.