Jaynish Gandhi is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Bank of America and Merrill since 2015. 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 investment strategies for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Ibarguen is a financial advisor with Ameriprise in Frisco, TX, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she sells used personal items on Facebook Marketplace. Ameriprise is an institutional firm serving clients generally with at least $1 million in investable assets through a retirement-income planning service that provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored advice and offers a broad range of advisory, brokerage, and insurance solutions.

Peter Jay is a financial advisor at Vanguard Advisers based in Plano, TX, holding a Series 66 designation and with one year of industry experience. Prior to joining Vanguard, he worked at Bank of America and Merrill. Outside of his advisory role, he owns and operates Amazing Grazing, a family farm focused on raising livestock, poultry, and gardening. Vanguard Advisers offers 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 investment approach using proprietary models to construct portfolios largely from Vanguard funds and ETFs, with various customization options and a digital delivery platform serving hundreds of thousands of clients.

Michael Pak is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and 27 years of industry experience. His prior roles include positions at CUSO Financial Services, InTouch Credit Union, Park Avenue Securities, Guardian Life Insurance Company, and Wedbush Securities 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 large national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services utilizing both discretionary and non-discretionary management across diverse strategies.

Taylor Brennan is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to this, he was associated with Love The Pearls Inc., a jewelry business, where he remains a minority owner. Brennan also serves as an associate trustee for the Founders of Doctors' Hospital Inc. in Tulsa, observing financial board meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Preetinder Chatha is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC., where he spent over 30 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolio programs, and access to third-party asset management, supported by an integrated platform that combines adviser programs with a range of financial products.

Christopher Splawn is a financial advisor with Ameriprise in Plano, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at TIAA and Tiaa-CREF for nine years and serves as a church elder and trustee on the Board of Directors for Believers Chapel in Dallas, where he also teaches as a young adults minister. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored income planning and tax-aware withdrawal strategies for clients approaching or in retirement.

John Hanson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Prosperity Bank since 2014 and has been affiliated with Raymond James Financial Services Advisors, Inc. since 2016. Hanson is also associated with Prosperity Private Investments as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm offers tailored non-discretionary planning and consulting, employing risk profiling and analytical tools, and supports clients through its advisory programs and partnerships, including municipal and public-finance services.

George Taggart is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following roles at US Health Advisors, David McDavid Lincoln, and Olathe Ford Lincoln. Outside of his advisory work, he is involved in community sports as the chief umpire for youth baseball and softball and owns a trailer rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and affiliated services supported by a large network of advisors and branch offices nationwide.

Shane Hackney is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services. Outside of his advisory role, he is CEO and President of ShaneCo Enterprises, Inc., which operates skill-specific football camps and coaching. Ameriprise provides retirement-income planning services for clients generally holding at least $1 million in investable assets, combining research-driven strategies and algorithmic tools to deliver tailored, tax-efficient income recommendations.

Timothy Mcnally is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2019, with prior roles at Perspecta, OILMAN Magazine, and Impact Fluid Solutions. Outside of his advisory work, Mcnally co-owns Sacred Home and operates an Etsy shop selling cards. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning that includes income source analysis, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver customized, non-discretionary recommendations, emphasizing managed accounts and algorithmic automation.

Eric Matthews is a CFP® with 23 years of experience in the financial services industry. He is currently with Morgan Stanley in Plano, TX, having previously worked at J.P. Morgan Securities and JP Morgan Chase. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Cassandra Cardwell is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her career includes roles at PFS Investments Inc. and Primerica Financial Services, as well as work with Richardson and Garland Independent School Districts. She is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Scott Kimpson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including 1st Global Advisors Inc., Avantax Investment Services, and Chase Bank. He is currently associated with NIL Professional Services & Consulting in addition to his role at J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process that incorporates an ESG eligibility framework.

Tayshaun Smith is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, as well as positions outside the financial industry such as at DoorDash and TCU Campus Recreation Center. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and a manager-solutions team to deliver tailored, non-discretionary advice. The firm incorporates an ESG eligibility framework and holds registrations that broaden the types of products it can offer.

Mark Heck is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has worked with firms including SCF Investment Advisors, INC. and Advisor Resource Council. Heck is also involved with Dallas Financial Wholesalers, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology such as machine learning to support diversified investment strategies.

Esteban Romero is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Vanguard in 2022, he worked at TIAA from 2016 to 2022 and had a period of self-employment from 2016 to 2018. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving 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 including ESG and international exposure.

Robert Cruz is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2020, serving previously as a Financial Consultant and Workplace Planning Consultant. He brings over 32 years of experience in the financial industry, having held various positions including Executive Vice President and Managing Director at Financial Fitness for Life from 2018 to 2020, Director and Retirement Consultant at Allianz Global Investors from 2014 to 2018, Vice President and Defined Contribution Consultant at BlackRock from 2010 to 2014, and Institutional Advisor at AllianceBernstein from 1999 to 2010. His career also includes roles as a Retirement Plan Wholesaler at John Hancock Investments, Financial Institution Wholesaler at Invesco, and Sales Service Representative at USAA. Robert holds an Arkansas Insurance License. He applies a disciplined and personal approach to his work, influenced by his time as a collegiate wrestler and his roles as a husband and father.

Arica Savannah is a CFP®-certified financial advisor with 24 years of industry experience. She has worked at Raymond James & Associates since 2024 and previously spent 12 years with JP Morgan Chase Bank N.A. and J.P. Morgan Securities. Raymond James & Associates, Inc. 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, institutional clients, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

David Downs is a financial advisor with Equitable Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Beyond his advisory role, Downs serves as Chair of the Board Executive Committee for the Collin College Education Foundation and is involved with the Plano Chamber of Commerce, currently serving as its Vice Chair and 2024 Chair. He is also active in photography through his businesses, David Downs Photography and Benton Downs Photography. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm works with a broad client base and utilizes third-party asset managers and advisory programs to implement customized investment solutions.